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DEFINED BENEFIT PLANS
The Defined Benefit (pension) plan for Highly Compensated
Business Owners is a new retirement plan that can let
you reduce your taxable income by more than $40,000 each
year. You can be eligible for the Defined Benefit plan
whether your self-employment income is from full-time
or part-time work or even from compensation as a consultant,
or member of a company board of directors.
Our Defined Benefit Plans have the following features
that make our plans truly unique and industry leading:
- Customized Investment Policy Statement (IPS) that
defines the investment strategies utilized in the plan
and forms the documentation required to support your
fiduciary investment decisions.
- Diversified investment portfolio choices with long-term
industry leading performance records for you so that
you can chose proper investments based on your risk
tolerance.
- Institutional Fund choices that have investment costs
that average only .40% or 40 basis points of cost or
less for each diversified portfolio.
- Full unbundled fee disclosure from fee-only CFP advisors
that receive no compensation from any providers of the
plan.
- Industry leading 3rd Party Administrators for insuring
the plan is compliant with all requirements and that
you receive top service.
- Advisors that design and implement a plan that is
best for you as a plan sponsor
(click here for a plan proposal)
With this new plan, you:
- Make a tax-deductible contribution of $100,000 or
more each year
- Choose how much money to contribute as long as it's
not more than the maximum you are allowed
- Grow your retirement contributions tax-deferred, making
more money available when you retire
- Choose how to invest the money
- Have a range of retirement planning options, including
moving the money to an IRA rollover account, where it
can keep growing tax-deferred
This is a retirement planning opportunity to cut your
taxes by thousands of dollars this year and every year
afterwards, if you are age 45 or older. |
