Client of the Week

This Week

Raise the Roof!

It’s time to celebrate! A roofer, age 61, in Texas has a thriving C-Corporation in which his only other employee is his wife; all his other workers are independent subcontractors. We designed a combined OnePersonPlus® Defined Benefit and a OnePerson(k) program to allow them to contribute $435,000 toward their retirement for the next 5 years until he retires. As planned, this program will allow them to defer $165,000 in taxes annually and accumulate over $3.5 Million in the DB plan alone. Fortunately for all, their advisor knew them well enough to get it done in time as their fiscal year ends July 31st. Are there any roofers in your community?

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