HOME  >  EVENTS  >  VIRTUAL SUMMIT  >  NICHOLAS PALEVEDA

Nicholas Paleveda
CEO

National Pension Partners

Presentation
Understanding 412 e 3 Plans
412 plans are Defined Benefit Pension Plans that MUST be funded with Whole Life and Fixed or Equity Annuity Contracts. All the contributions are TAX Deductible-A POWERFUL TOOL for Tax Planning.

Biography
Nick is CEO of National Pension Partners, Adjunct Professor of the Graduate Tax Program at Northeastern University, and a member of the Florida Bar and American Bar Association. He is admitted to practice in the State of Florida, the U.S. Tax Court, the 9th Circuit Court of Appeals, the 11th Circuit Court of Appeals, and the Supreme Court of the United States. His wealth of knowledge and experience in the fields of advanced tax, estate and pension planning span more than 30 years and he has presented continuing education programs and seminars across the country. Nick has also been widely published, including the definitive guide "Defined Benefit Pension Plans: The Complete Handbook."

Mr. Paleveda was the Florida State Chess Champion in 1977, 1978 and 1994. In Trivia, his Executive Benefits Team won the Trivia Bee championship two years in a row, once with the help of Ken Jennings.

© 1984-2024 IARFC. All Rights Reserved · 146 North Breiel Blvd. Middletown, Ohio 45042 · (800) 532-9060 · info@iarfc.org