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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

At minimum, after our review is complete, you will know that our second opinion reconfirms there are no options that could improve your current design. What do you have to lose?

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

We use our proprietary RetirementTaxAnalyzer™ cloud-based technology to provide clients & advisors with insight into their IRAs & tax qualified plans as it calculates & projects the yearly growth of plan assets during the pre-retirement years. Then during retirement, clients can instantly see the projected, taxable yearly distributions from those plans & the corresponding, expected taxation on those distributions. Last, they can see solid projections of just how much spendable retirement income they can expect based upon their unique rate of return & longevity assumptions. Allow our consultants to provide you a tour through our RetirementTaxAnalyzer™ software.