Want to slash your taxes and supercharge your retirement?
Consider opening a high-contribution retirement plan for yourself. Advisors (including RIAs, CFPs, and CPAs) are the #3 occupation, who open Defined Benefit plans with us.
Here are some of the reasons why your colleagues are opening Defined Benefit and Cash Balance plans:
- Contributions are tax deductible and may provide tens of thousands of dollars in tax savings
- A DB Plan may allow you to contribute 2-3 times the amount you might otherwise contribute to a SEP or 401(k)
- Investments grow tax deferred, building wealth faster