Our flagship service, however, is the accelerated wealth accumulation strategy built into the retirement plan for a business owner.
We work with many businesses to facilitate individualized, personalized and proprietary retirement programs. One of the more powerful approaches we use is a front loaded retirement program
While there are many nuances to the methodologies behind the working parts of this structure, the retirement plan is simply a tool through which a business owner may have the ability to drastically advance their wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner. This methodology, when applicable, gives business owners the opportunity to take a tax deduction relative to their participation, grow their wealth tax deferred and take distributions out of this retirement planning medium tax free.
Additionally, it jump starts their retirement by advancing massive amounts of capital in their program for them, with the goal of realizing superior gains as a result of having more money working for them. This lends itself to having the ability to generate a much larger nest egg than through other approaches that may then be distributed on a tax free basis. Some of the ways the plan can be structured to include: