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Tax Savings Analysis Tool

Let Us Help You Find Out How Much You Can Save

If you are a self-employed professional or small business owner with high income, you may be able to capture the significant tax saving advantages of a Defined Benefit plan. DB plans allow the highest tax-deductible contributions of all retirement plans and could save you tens of thousands in taxes each year. Over the life of your plan you could potentially defer hundreds of thousands of dollars in taxes.

Each professional's situation is unique, therefore we need a few pieces of information to generate a complimentary Tax Savings Proposal for you. Your information will be kept confidential and there are no strings attached.  We can email you or call you with your proposal. 

Also, please feel free to reach out to us directly to discuss your potential savings. You can reach Peter Thoms at: thoms@orioncapitalmgmt.com or 619-435-1701

 

Tax Saving Analysis

 

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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How Much Are Others Saving?

Read our Case Studies showing how DB plans can enable self-employed professionals to save tens of thousands of dollars in tax each year.

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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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