Want To Know How To Turn Your Six FigureTax Liability
Into A Seven Figure Retirement?
If you are paying $100,000s in taxes every year. Check out our 20 minute on demand educational video to discover how high net worth owners build seven figure retirements with their tax savings
Course Overview
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Learn How Cash Balance Plans Lower Taxes & Grow Retirement Savings
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Discover How To Cut Taxable Income By $100,000s With Tax-Deductible Contributions
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See How To Contribute Up To $300,000+ Annually—Far Beyond 401(k) Limits
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Determine If A Cash Balance Plan Fits Your Income, Business & Financial Goals
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Use Tax-Advantaged Contributions To Benefit Owners & Key Employees
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Understand IRS Rules, Funding Requirements & Plan Customization Options
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Learn How Cash Balance Plans Complement 401(k)s & Profit-Sharing Plans
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Build Long-Term Wealth & Create A Tax-Efficient Exit Strategy
Before The Course
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Struggling to reduce your high tax burden as a business owner
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Limited to low retirement contribution caps with traditional 401(k)s and IRAs
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Unsure if a Cash Balance Plan is right for your business or how it works
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Missing out on six-figure tax deductions and wealth-building opportunities
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No clear strategy for tax-efficient retirement savings and business exit planning
After The Course
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Confidently understand how Cash Balance Plans work and their tax-saving benefits
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Identify exactly how much you can contribute and save in taxes each year
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Know if your business qualifies and how to structure a plan for maximum wealth-building
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Have a roadmap to implement a Cash Balance Plan and integrate it with existing retirement strategies
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Take control of your financial future with a tax-efficient strategy to grow wealth and prepare for retirement
Presented by : Larry Blades
Founder & CEO
Larry R. Blades, a tax reduction and retirement plans specialist, founded Oakwood Summit, LLC, dedicated to assisting small and medium-sized companies in reducing federal, state, and capital gains taxes. With over 50 years of business experience, Larry leverages his expertise to legally reduce taxes, focusing on high net worth individuals and businesses for the past 22 years.
As an Investment Advisor Representative and Licensed Insurance Agent, he helps clients fund their retirement by reducing taxes. Holding degrees in Economics and Business Administration, Larry's commitment to financial excellence drives his mission to optimize clients' financial futures.
