Truepoint Viewpoint

Last month, we introduced a series on the Frank Duke Method—a potentially tax-savings technique commonly discussed in P&G circles. In the first article, we provided an overview of the method, its history, and its goals. In this month’s article, we detail how it works and compare it to other methods for distributing P&G retirement funds.

Last month, we introduced a series on the Frank Duke Method—a potentially tax-savings technique commonly discussed in P&G circles. In the first article, we provided an overview of the method, its history, and its goals. In this month’s article, we detail how it works and compare it to other methods for distributing P&G retirement funds.

Last month, we introduced a series on the Frank Duke Method—a potentially tax-savings technique commonly discussed in P&G circles. In the first article, we provided an overview of the method, its history, and its goals. In this month’s article, we detail how it works and compare it to other methods for distributing P&G retirement funds.