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