Energize Your 401(k) Plan . . .
To Reduce or Eliminate Income Taxes and Increase your Retirement Income . . . even tax-free! Tax-qualified Retirement Savings Plans are now Business Owner Friendly.
The 401(h) Account and Tax-qualified Plans: What is it? Why should You have one?
What is a 401(h) Account? A 401(h) account comes from Section 401(h) of the Internal Revenue Code. It provides for specific accounts, which are separately
New IRS Compliant Strategy for Tax-qualified Plans:
Reduce Taxes. Eliminate Required Minimum Distributions. Transfer more to Your Spouse or Beneficiaries, Income Tax-free. Overview The IRS offers owners of IRAs and 401Ks a
Tax-Free Retirement Income
- Individuals
- Corporations
- Partnerships
- Sole Proprietors
- Single Member LLCs
We can help you with IRS COMPLIANT STRATEGIES, to secure a Tax-free Retirement Income to age 100 and beyond, including a spouse; eliminate Required Minimum Distributions on tax-qualified savings plans, such as, 401(k)s and IRAs, and reduce or eliminate the Federal tax on your Social Security Income.
Tax-Qualified Retirement Savings Plans
Charitable Planned Giving
Over the years, Congress has been generous regarding Charitable Planned Giving. Their intent is to relieve some of the financial pressures in helping the poor and needy from the U.S. Treasury.
The Internal Revenue Code provides many strategies for individuals, corporations, and partnerships to have the joy of giving and receive a charitable income tax deduction.
Wealth Replacement:
A lifetime of giving is returned to beneficiaries, income tax-free upon death.
This is an IRS Compliant strategy for individuals, corporations, and partnerships. Take a moment to learn more about this valuable tool in Giving.
