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Cut Your Taxes and Boost Your Retirement Savings

Boost Your Retirement Savings and Cut Your Taxes

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 …

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how a financial advisor can help you save thousands on taxes

How Can a Financial Advisor Help You? A Case Study [Video]

Does a financial advisor really add value? How can a financial advisor help me? Watch this short case study video and see how an independent financial advisor helped one self-employed doctor save tens of thousands in taxes and invest more toward his retirement. Dr. Bob is a self-employed physician who is frustrated with the taxes …

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Case Study: How This Realtor Saved $45,000 on Her Taxes [Video]

For many entrepreneurs and self-employed professionals, the single biggest drain on their income is often taxes, and potentially the best way to help plug this drain is to make large, annual, tax-deductible contributions to an IRS-approved qualified retirement plan called a defined benefit plan. Defined benefit plans are so powerful for those who qualify for …

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Self-Employed? Cut Your Taxes with a Defined Benefit Plan [Video]

Self-employed professionals and business owners have access to a powerful tool that may cut thousands from their taxes each year and help them boost their retirement savings. A Defined Benefit Plan (DB plan) is an IRS-approved qualified retirement plan that allows higher tax-deductible contributions than a SEP-IRA or 401(k). The DB plan owner can significantly …

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Self-Employed? Use This One-Two Punch for a Massive Tax Deduction

Successful self-employed professionals and small business owners, thanks to the new tax law, have the opportunity to cut tens of thousands of dollars from their tax bill using the strategy described below.  But those interested need to move quickly, for things must be set up by December 31, 2018—and they cannot be done at the …

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