Defined Benefit Plans Bullet Points

I’m often asked:

“What is the quick overview I can give a client with a short attention span?”

Here is what I say:

You’ve told me your Advisors rarely give you tax savings advice and you are looking for additional tax deductions… without taking a risk with Internal Revenue. If I told you a plan was available that:

  • Allows annual tax-deductible contributions of as much as $200,000!
  • Invested monies are generally protected from the claims of judgment creditors. Please make
    sure to review with your tax advisor for details on your own particular particular circumstances.
  • Invested monies grow on a tax-deferred basis!
  • We can accumulate as much as $2,000,000 for you!
  • Plan assets eligible for a tax-free IRA rollover!
  • IRS gives you a letter stating this is all qualified!

….Would you be interested?

If so, I need to get a little bit of information. This information will allow me to prepare an illustration so I can show you and your CPA, in black-and-white, how the plan works and you can make a business decision on whether this is right for you or not.” (Go ahead and fill out the data gathering forms.)

Simply email the completed data to Bill@PensionSpecialist.net, and we will go from there!
We do need the census in Excel format.
Any questions, any cases you’d like to discuss, give us a call.

 

Miami Office:
3150 SW 38 Avenue, Suite 900, Miami, Florida 33146
Telephone: (305) 595-5500 Facsimile: (305) 274-1882
email: Robert@PensionSpecialist.net

Orlando Office:
1954 Howell Branch Road, Suite 100, Winter Park, FL 32792
Telephone: (888) 412-4120 Facsimile: (321) 397-0409
email: Bill@PensionSpecialist.net