if you could shelter
$100k, $200k, or More
from income taxes,
Would You?
if you could shelter
$100k, $200k, or More
from income taxes,
Would You?
If your answer isn’t “of course,” it probably should be.
After all, as a successful business owner, you want to know that every dollar you’ve worked hard to earn is being put to good use. However, with more success comes more risk—and possibly missed opportunities.
Luckily, there are ways to navigate around those potential pitfalls to help you better prepare for the future of your business, optimize your wealth, and create tax efficiency in your retirement.
If your answer isn’t “of course,” it probably should be.
After all, as a successful business owner, you want to know that every dollar you’ve worked hard to earn is being put to good use. However, with more success comes more risk—and possibly missed opportunities.
Luckily, there are ways to navigate around those potential pitfalls to help you better prepare for the future of your business, optimize your wealth, and create tax efficiency in your retirement.
The downfalls of going traditional
While the simplicity of traditional retirement plans such as 401(k)s or Roth IRAs can seem like a welcome feature, it often leads to these same plans falling short when it comes to what they can provide high income earners—individuals like yourself.
Instead of pension strategies that can max out and options that provide limited customization, you need a plan with built-in diversity and flexibility that allows you to better protect—and grow—your wealth.
The downfalls of going traditional
While the simplicity of traditional retirement plans such as 401(k)s or Roth IRAs can seem like a welcome feature, it often leads to these same plans falling short when it comes to what they can provide high income earners—individuals like yourself.
Instead of pension strategies that can max out and options that provide limited customization, you need a plan with built-in diversity and flexibility that allows you to better protect—and grow—your wealth.
Are you concerned about…
Are you concerned about…
Income Tax Exposure
Business owners often face a tremendous tax burden — both before and during retirement — but your options for saving taxes are limited.
Don’t resign yourself to watching your hard-earned money being handed to the IRS.
Business Growth
Many business owners are trying to protect their assets, limit their tax exposure, and look out for their employees.
How can you manage your income in a way that’s best for you and your business?
Retirement Planning
Are you approaching retirement with the confidence that you can maintain your current lifestyle?
Many business owners believe that their business is their retirement. Can you really be sure of that, though?
Income Tax Exposure
Business owners often face a tremendous tax burden — both before and during retirement — but your options for saving taxes are limited.
Don’t resign yourself to watching your hard-earned money being handed to the IRS.
Business Growth
Many business owners are trying to protect their assets, limit their tax exposure, and look out for their employees.
How can you manage your income in a way that’s best for you and your business?
Retirement Planning
Are you approaching retirement with the confidence that you can maintain your current lifestyle?
Many business owners believe that their business is their retirement. Can you really be sure of that, though?
See a Solution in Action
Without a Plan
Two partners, ages 52 and 55, paid taxes on $850,000+ last year, while contributing maximums (currently $57,000 each) to a profit sharing/401(k) plan. The company is currently contributing 6% of employee payroll to cover 12 employees (a cost of $30,000) – if the owners could contribute more for themselves, they would.
With a Plan
To increase the partners tax-deductible, asset protected contributions without significant increase in employee cost.
See a Solution in Action
Without a Plan
Two partners, ages 52 and 55, paid taxes on $850,000+ last year, while contributing maximums (currently $57,000 each) to a profit sharing/401(k) plan. The company is currently contributing 6% of employee payroll to cover 12 employees (a cost of $30,000) – if the owners could contribute more for themselves, they would.
With a Plan
To increase the partners tax-deductible, asset protected contributions without significant increase in employee cost.
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Provide your information below and we’ll connect you with a local expert.
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