Profit-sharing and cash-balance plans, sequence-risk management, and decumulation strategy for HNW professionals and SME business owners.
New comparability and cross-tested designs maximizing owner contributions.
Defined benefit plans allowing $200K-$350K+ annual contributions for owners age 50+.
Convert SEP-IRA or SIMPLE plans to more powerful structures.
Annual testing, 5500 filings, and plan document maintenance.
Explore scenarios and see how our strategies can benefit your situation.
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