Do you have a tax liability at the end of each year? Retirement Planning Resources specializes in tax- favored and/or tax-free distribution strategies, also known as high-contribution, owner-favored defined benefit plans. We help business owners strategically plan to win the tax game. Winning means we help you keep more of what you earn now and in the future. We use CPA’s, Actuary’s and Third-Party Administrators to help us design these plans in order to reduce the taxes you pay and increase the money you keep.
Profile of an ideal client who can benefit from our strategies:
The most commonly missed tax reduction:
Why don’t more people know about these types of plans?
Would you like our firm to evaluate your existing plan or complete an assessment to find out if a new plan would work better for you? If so, we’ll need you to complete a company census and share current statements of valuation on your existing plan(s). The census can be found here. Upon receipt of the information requested, please allow us 10 business days to prepare a feasibility study to decide if we can improve your company’s current situation by increasing your contributions and lowering your taxes.
Keep what's yours! You've earned it!