Boost Your Retirement Savings and Cut Your Taxes

by Peter Thoms, CFA , MBA

November 23, 2021

If you are self-employed or own a business and you are growing frustrated with your tax bill, watch this video and learn how a specialized, IRS-approved retirement plan can help you.

This little known plan, called a defined benefit plan, is specially suited to help high-income self-employed professionals and business owners make large tax-deductible contributions for retirement. These large contributions lower your taxable income and can cut your tax bill significantly.

Will a Defined Benefit Plan Work for You?

So, how do you know if a defined benefit plan is right for you? Call us at 619.435.1701 or

Email us: thoms@orioncapitalmgmt.com

You can also fill our out short online survey. With just a few pieces of informaton about your business, we will generate a complimentary tax-savings proposal for you. There is no cost to you for this service and no obligation whatsoever.

A defined benefit plan is not right for everyone, but for those in the right circumstances it can be a very powerful tool for both reducing taxes and building wealth.

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Peter Thoms, CFA , MBA

Peter Thoms founded Orion Capital Management LLC in April 2002. Peter has an extensive background in crafting investment solutions for high-income clients in a wide variety of circumstances.

Orion Capital Management LLC

1330 Orange Ave., Ste 302
Coronado, CA 92118
619-319-0520
Thoms@orioncapitalmgmt.com Jeff@orioncapitalmgmt.com

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