Client of the Week

This Week

From Service Plans to Retirement Plans

44-year-old Telecommunications Consultant from Scottsdale, Arizona, is grossing $500,000 from her corp and paying herself $205,000 in W2. With a long-term goal of financial independence, she is able annually to put away $150,000 into her Defined Benefit plan and an additional $32,000 into her Solo 401(k). If she funds the plan through its lifetime, she will have accumulated $1.6 million into just the DB plan.

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