Satisfied Clients

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Below are some examples based on actual clients, showing how your tax-deferred “pot of gold” could grow. We work with you to provide a customized set-up for your unique business and retirement needs.

CLIENT #1

Dentist: start age 41

Employees: none

Annual contributions: DB $84,000, 401k $32,000

Annual cost for employees: zero

Annual tax reduction: $48,000

Pot of Gold at age 62 (estimate 5%): $4,143,000

CLIENT #2

Structural Engineer: start age 38

Employees: eight, six in plan

Annual contribution: DB $125,000, 401k $37,000

Annual cost for employees: $16,000

Annual tax reduction: $65,000

Pot of Gold at age 62 (estimate 5%): $6,497,000

CLIENT #3

Anesthesiologist: start age 42

Employees: four

Annual contribution: DB $100,000

Annual cost for employees: $7,000

Annual tax reduction: $40,000

Pot of Gold at age 62 (estimate 5%): $3,306,000

The investment earnings are not taxed until you take money out. Your entire fund continues to grow without taxes!!!

At retirement, you control your taxes by how much you take out: the dentist above moved to a state with zero income taxes. There are no Social Security taxes on retirement income.