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Case Studies

A Flexible Savings Tool Used by a Variety of Professionals

The following case studies illustrate different scenarios in which self-employed professionals and small business owners use Defined Benefit plans to save tens of thousands in taxes each year while quickly amassing large retirement nest eggs.  Defined Benefit plans are flexible enough to be used in a wide variety of situations.  We will work with you to determine the most favorable and tax-efficient retirement plan structure for your specific circumstances.

Solo Practitioner, Owner-Only Business

Michael is a 50 year-old consultant with no employees earning $350,000 per year in a solo practice. 

Married Business Partners, No Employees

Jane, 51, and David, 55, work together as attorneys. They make $600,000 per year and have no employees.

Employed with Freelance Side Income

Anne, 57, works full-time as a medical school professor, and also works part-time as a freelance physician. She typically earns $175,000 per year in freelance income.  She is married and her husband is also a university professor.

Self-Employed with Variable Income

Tom is a real estate agent who generally makes about $225,000 per year, but his income can fluctuate year to year. He is 45 and would like to retire at 62. 

Business Owner with Employees

Dr. Andrews is 58 and runs a thriving dental practice with three employees. Dr. Andrews makes $325,000 per year and his employees make between $35,000 and $45,000 per year.

Is a DB Plan Right For You?

Defined Benefit plans deliver huge savings for professionals in the right situation.  Find out if this powerful tool can work for you.

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Are You Ready to Get Started?

Find out more about the process of starting a Defined Benefit plan. We walk you through how we work with you to begin your tax and retirement savings

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How Much Can You Save?

With just a few pieces of information, we can provide you with a customized, preliminary proposal to cut your taxes and increase your retirement savings.

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