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For Executives/Business Owners

We specialize in helping business owners, medical office owners, and high level executives: create the highest tax deductible pension, leverage capital assets, retirement plans utilizing business equity transfer, TAX FREE executive retirement, Executive business compensation, business profit protection , owner buyout plans, ways to put in MORE to your 401k, and many other strategies to improve the retirement forecast.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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