For Your Business and Executives

The Case for Customized Tax Efficient and Leveraged Retirement Plans

Client issues we address:

• Clients want to put away more than the qualified plans allow
• Clients don’t want to wait until 59 ½ or don’t want to take distributions at 72
• Clients wish to minimize taxation on growth, re-balancing and withdrawals
• Clients / business owners wish to minimize the limitations and restrictions on qualified retirement funds
• Client / business owners wish to be selective on who may participate in the plan

What we do to address client issues:

• We employ various underutilized financial instruments to capitalize on efficient growth, re-balancing and distribution, which have the following effects:
• More funds may be saved for retirement by maximizing allowable contribution
• More capital can be allocated to the owner/executive

Expected outcomes for our clients:

• Clients can do more with less
• We build highly effective retirement plans for the owner or executive
• Clients may now be able to minimize taxation on growth, re-balancing and withdrawals