The Tax Advantaged Retirement Plan
For High-Income Business Owners
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How high-income business owners build, protect, and transfer wealth tax-free
The Business Owners Retirement Crisis
Why High Earners Are Falling Behind
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Most business owners don't start serious retirement planning until their 40s or 50s after years of building their practice.
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Between federal and state taxes, high-earning business owners lose 40-50% of their income to taxes every year. Traditional 401(k) plans with their modest contribution limits simply can't generate the wealth needed to maintain their lifestyle in retirement.
The next step is a brief, no-obligation consultation to determine whether our approaches would create meaningful value for your specific situation. During this focused conversation, we'll discuss:
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Your current business structure and profitability
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Your maximum annual contribution and tax deduction potential
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Guaranteed retirement income projections with zero market risk
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Existing retirement vehicles and tax planning approaches
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Tax savings and retirement accumulation opportunities