Corporate Consulting / / / / /
Tax Qualified Plans
So many challenges you & your business face…
- Why can’t you make larger tax-deductible corporate contributions without allocating such a high percentage to your other employees?
- Are your administrative costs too high?
- Is focusing on current tax savings more beneficial than accumulating capital in another asset class that enjoys tax deferral & tax-free retirement income?
- And what about a combination of tax qualified & non-tax qualified plans? How could that work for you?
For almost five decades, we have designed both tax qualified & non-tax qualified discriminatory benefit plans for some of the most successful companies nationwide. We have the intellectual capital & access to the country’s leading actuaries, to assure that your plan design maximizes every dollar you allocate to your future. And should you have any of these plans in place, we will take a critical look & provide solid recommendations to improve your plan(s) performance
The Tax Trap
Most everyone has money in IRAs, 401ks & profit-sharing plans or have some form of pension plan. Historically, emphasis was placed on how to invest tax qualified plan assets to maximize growth during the pre-retirement period, not on what clients could expect during retirement. We find that clients are unaware of both the size of the tax problem they face at retirement & its impact on their spendable retirement income