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PRS Plan™​

The Professionals’ Retirement Strategy (The PRSPlan™)

Paradigm Gilbert is proud to offer the PRSPlan™ to those companies and professionals who have a qualifying corporate structure and philosophy. The PRSPlan™ allows a company to provide a discriminatory benefit plan for its owner(s) without negatively affecting its balance sheet

The PRSPlan™ may also make it easier for the owner(s) to sell the company down the road to a next generation family member, key person or outside third party. The PRSPlan™ focuses on maximizing tax free retirement income by accumulating capital in an asset class that enjoys the upside of the market’s potential with very limited principal risk

At Paradigm Gilbert, we design and implement every form of tax qualified plan as well, but the administrative costs, discriminatory testing issues and taxation at retirement issues have made these plans less desirable in many cases. The PRSPlan™ focuses the client on accumulating wealth for retirement via tax advantaged assets which maximize tax free income when the money is needed most

Executives talking | Paradigm Gilbert

Every PRSPlan™ is custom designed to meet your specific retirement income goals and business exit strategy needs