GAME-CHANGING TAX REDUCTION & RETIREMENT STRATEGY
- Hundreds Of Thousands in Annual tax-deductible Contributions
- Creditor Protected Assets
- Tax-Free Post Retirement Health and Long-term Care benefits
- Qualify for the Elusive 20% QBI tax deduction in many cases
- Reduce taxes on the sale of your business
- Build Multi-Million Dollar Retirement accounts in less than ten years
WHY CHOOSE US
As you build your business or near retirement, securing your wealth for the future is crucial. Traditional retirement plans may not be enough for high-income individuals and successful business owners. Consider Designer DB Plus® for substantial tax deductions and flexibility in contributions. This plan provides a creditor-protected account, potentially accumulating millions in retirement savings in less than ten years. Designer DB Plus® also offers tax-free benefits for health, medical, and long-term care expenses, ensuring financial security in retirement. With our tailored approach and collaboration with your CPA, integrating Designer DB Plus® into your tax reduction and retirement planning provides a strong financial safety net and peace of mind as you transition into retirement.
ABOUT THE BOOK
GAME-CHANGING TAX REDUCTION &
RETIREMENT STRATEGY
FOR TODAY’S SMALL BUSINESS OWNERS
“Designer DB Plus®” offers cutting-edge, flexible retirement planning strategies specifically tailored for small business owners. This plan integrates IRS-approved Cash Balance Defined Benefit plans with Profit Sharing/401(k) and 401(h) options, providing a comprehensive approach to retirement security. It is ideal for small business owners seeking creditor protection, large tax deductions, and substantial contributions that can create a lifelong pension. Additionally, the plan offers tax-free health and long-term care benefits in retirement.
OUR EXPERT SERVICES
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TAX REDUCTION STRATEGIES
The Designer DB Plus® Strategy is a sophisticated financial plan that uses specific IRS-approved plans and regulations to help businesses and individuals reduce their taxable income. Here’s a more detailed breakdown
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CREDITOR- PROTECTED RETIREMENT ACCOUNTS
ERISA is a federal law that sets minimum standards for private retirement and health plans. It protects individuals in these plans and provides creditor protection. ERISA-qualified retirement plans, including Cash Balance Defined Benefit plans, are generally shielded from creditors’ claims, meaning their assets are protected from bankruptcy and cannot be seized in case of a lawsuit or financial trouble.
CUSTOM PLANNING & ADMINISTRATION
Retirement Actuarial Services provides a comprehensive, turn-key solution to effectively implement this powerful strategy. By leveraging our deep expertise and cutting-edge tools, we simplify the process, ensuring seamless execution from start to finish. Our solution covers every aspect of the strategy, from initial analysis and plan design to ongoing administration, testing, reporting, and compliance.
Retirement Actuarial Services is a team of professionals specializing in Qualified Retirement and Tax reduction planning.