“I can save how much in taxes? Is this right?” “Yes, it is!” When we first start going into the details of defined benefit (DB) plans with people who are good candidates for them, we often run into skepticism. How can it possibly be legal to make a $100,000+ tax-deductible contribution to a retirement plan …
Save Thousands in Taxes Per Year! Too Good to be True? Read More »
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 …
Boost Your Retirement Savings and Cut Your Taxes Read More »
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 …
How Can a Financial Advisor Help You? A Case Study [Video] Read More »
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 …
Case Study: How This Realtor Saved $45,000 on Her Taxes [Video] Read More »
Business owners, self-employed professionals and anyone else who has the flexibility to choose between a variety of health insurance plans might consider enrolling in a High-Deductible Health Plan (HDHP) that is compatible with a Health Savings Account (HSA). Watch our short video about the powerful reasons to use an HSA or read below for more …
This Little-Known Plan Could Help You Save Thousands on Your Taxes This Year. As the end of the year approaches, would you like to learn about a way you may be able to lower your 2020 tax bill? If you are self-employed or own a small business, we can help. https://youtu.be/FliiS-S4Eh4 Find out if a …
If you own a successful small business or professional practice, it is not (yet) too late to make a last-minute move to save big on your 2020 tax bill . . . but time is running out. For many business owners, the single biggest drain on their income is often taxes, and potentially the best …
Own A Small Business? This May Be Your Best Tax Move For 2020 Read More »
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 …
Self-Employed? Cut Your Taxes with a Defined Benefit Plan [Video] Read More »
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 …
Self-Employed? Use This One-Two Punch for a Massive Tax Deduction Read More »
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