Game-Changing Tax Reduction & Retirement Strategy
For Today’s Small Business Owners
- Hundreds Of Thousands in Annual tax-deductible Contributions
- Qualify for the Elusive 20% QBI tax deduction in many cases
- Creditor Protected Assets
- Reduce taxes on the sale of your business
- Tax-Free Post Retirement Health and Long-term Care benefits
- Build Multi-Million Dollar Retirement accounts in less than ten years
Recently Implemented Cases
To See If You Qualify, Answer Just Two Easy Questions.
Would you like to make a tax-deductible contribution of more than $61,000 per year towards your retirement plan.
To See If You Qualify, Answer Just Three Easy Questions.
Congratulations! You qualify. To learn more, please contact us.
Get StartedYou may need a tailored plan that suits your needs. We can help you, so please contact us.
Get StartedWhy Choose US
As you build your business or near retirement, securing your wealth for the future is crucial. Traditional retirement plans may not be enough for high-income individuals and successful business owners. Consider Designer DB Plus® for substantial tax deductions and flexibility in contributions. This plan provides a creditor-protected account, potentially accumulating millions in retirement savings in less than ten years. Designer DB Plus® also offers tax-free benefits for health, medical, and long-term care expenses, ensuring financial security in retirement. With our tailored approach and collaboration with your CPA, integrating Designer DB Plus® into your tax reduction and retirement planning provides a strong financial safety net and peace of mind as you transition into retirement.
About the Book
Game-Changing Tax Reduction & Retirement Strategy
For Today’s Small Business Owners
“Designer DB Plus®” offers cutting-edge, flexible retirement planning strategies specifically tailored for small business owners. This plan integrates IRS-approved Cash Balance Defined Benefit plans with Profit Sharing/401(k) and 401(h) options, providing a comprehensive approach to retirement security. It is ideal for small business owners seeking creditor protection, large tax deductions, and substantial contributions that can create a lifelong pension. Additionally, the plan offers tax-free health and long-term care benefits in retirement.
Maximize Your Tax Savings
Retire with a pension
income for life
Leverage Cash Balance and Profit Sharing Plans
Success Stories
Our Expert Services
when looking at its layout.
Tax Reduction
Strategies
The Designer DB Plus® Strategy is a sophisticated financial plan that uses specific IRS-approved plans and regulations to help businesses and individuals reduce their taxable income. Here’s a more detailed breakdown
Creditor-Protected
Retirement Accounts
ERISA is a federal law that sets minimum standards for private retirement and health plans. It protects individuals in these plans and provides creditor protection. ERISA-qualified retirement plans, including Cash Balance Defined Benefit plans, are generally shielded from creditors’ claims, meaning their assets are protected from bankruptcy and cannot be seized in case of a lawsuit or financial trouble.
Custom Planning &
Administration
Retirement Actuarial Services provides a comprehensive, turn-key solution to effectively implement this powerful strategy. By leveraging our deep expertise and cutting-edge tools, we simplify the process, ensuring seamless execution from start to finish. Our solution covers every aspect of the strategy, from initial analysis and plan design to ongoing administration, testing, reporting, and compliance.