Portfolio Review

Portfolio Review

Home
Free eBook
Parking Lot Fund
Archive
About

May 2025

How Defined Benefit Plans Unlock Untapped LP Capital for Venture Funds
For VC funds facing hesitant potential investors, Defined Benefit pension plans offer a powerful tool to turn onlookers into LPs—with guaranteed…
What Physicians Should Know About Defined Benefit Plans and ERISA
At LABEST, a physician’s questions on defined benefit plans sparked a deep dive into pensions, PBGC, ERISA rules, and why more professionals should use…
Case Study #1: A Defined Benefit Portfolio Strategy for a Dentist
“Dentists tend to be risk-averse by nature, which makes defined benefit plans particularly attractive—especially when backed by the PBGC guarantee.
Loans from Defined Benefit Plans: What You Need to Know About the $50,000 Rule
Learn how defined benefit plans can offer $50K loans, key IRS rules, risks, and why most plans avoid them. Includes checklist and advisor insight.
Defined Benefit Plan vs. Pension: What’s the Difference
Learn the key differences between defined benefit plans and pensions, including structure, usage, and advantages for business owners and retirement…
Pension-Backed Capital: Using Retirement Plans as Strategic Dry Powder for Venture Investment
Learn how defined benefit retirement plans can serve as a powerful, tax-advantaged source of long-term capital for venture capital investments.
The Ultimate Guide to Defined Benefit Plans for the Self-Employed
Maximize tax savings and retirement contributions with a self-employed defined benefit plan—ideal for high earners seeking over $250K in annual…

April 2025

Empowering the Next Generation: Using Defined Benefit Plans in Family Office Succession Planning
Discover how defined benefit plans can empower the next-gen CIO of a family office through legacy planning, tax efficiency, and leadership development.
How Defined Benefit Plans Help Medical Groups Retain Top Talent
Discover how defined benefit plans help medical groups retain top physicians by enhancing compensation, boosting loyalty, and strengthening recruitment.
Canadian Pension Guarantees
Compare Alberta, Ontario, and U.S. pension protections, including PBGC and PBGF coverage. Understand the risks and what's missing in Alberta's system.
Common Misconceptions About Defined Benefit Plans (and Why They’re Wrong)
Discover the truth behind common myths about defined benefit plans and learn why they're ideal for high-income professionals seeking tax savings and…
© 2025 Defined Benefits
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture