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Tax-Advantaged Retirement Funding Designs

It is widely accepted that putting as much money as possible into your company’s 401(k) or profit-sharing plan is a lock as an attractive tax-saving strategy. So good in fact, that you may not have been able to put away as much as you would have liked due to the special restrictions on the highly compensated.

What you may not realize is that under more recent changes in the tax law, the rules and restrictions for retirement plans have been significantly liberalized. For many business owners, this creates an opportunity to significantly increase the size of their own contributions relative to those required for other employees.

If your company's retirement plan has not been thoroughly re-evaluated in recent years, there may be substantial tax-saving opportunities you are losing with each passing year. Why not have us analyze the design of your company’s plan before another year’s window of opportunity is closed?

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