Success Stories
Implementing Designer DB Plus® for my small business clients has yielded tremendous tax savings (ranging from hundreds of thousands to almost a million dollars in some cases).
This strategy has become one of the most powerful tools I have introduced to my clients, helping me maintain my position as their most trusted advisor.
By Partnering with RAS, I have dramatically increased my referrals along with my firm's revenue. This successful partnership with Steve and Kathleen has solidified their position as our most trusted advisors.
Ray Kondler CPAKondler And Associates CPAs
There are more choices now than ever when it comes to retirement plans. For small businesses, navigating these choices and making informed decisions is key to maximizing retirement savings for owners and employees. The RAS team has been instrumental in developing a plan that has helped Transmission Analytics maximize retirement savings, thereby helping our staff reach their long-term goals sooner. The RAS team is responsive and easy to work with, we would highly recommend the RAS team to those seeking customized retirement solutions tailored for your business. The customized plans continue to provide tremendous tax savings!
Sunil NairCEO Transmission Analytics LLC
This Team is the Best!! For Years, they have been my Go-To for maximum tax savings and helping me keep great employees. The customization of the plan design helps me navigate the different businesses I own while helping me capture the largest tax deductions and keep the lion's share of the plan contributions even though I own several businesses with many employees. Give them a call; it will be worth your time!!
Bob FahnestockPartner BFE/FMA/BMA
Stephen and Kathleen at Retirement Actuarial Services have been amazing to work with. I highly recommend them for anyone looking to maximize their wealth.
Billy ThompsonCEO Thompson Tee
Steve and Kathleen provide great service and can help business owners implement one of the best retirement plans, the Designer DB Plus®. The client can deduct contributions, let them grow tax-deferred, and then take them out as a Tax-Free benefit for Health costs in retirement, including health insurance premiums. Brilliant! It is one of the best Tax-Free moves for business owners.
HoslerWealth Management LLC
Stephen Arnold's book is a must-read for anyone navigating retirement planning. The clear and detailed explanations of Cash Balance plans and 401(k) combinations are invaluable. Arnold makes complex financial strategies accessible, empowering readers to make informed decisions about their future.
John Smith
As a financial advisor, I found Stephen Arnold's insights in 'Designer DB Plus®' incredibly enlightening. His expertise shines through, offering practical strategies that resonate with small business owners and individuals alike. This book is not just informative; it's a roadmap to maximizing retirement savings while minimizing tax burdens.
Mary Brown
I've been searching for a comprehensive guide on modern retirement planning, and Stephen Arnold delivers precisely that with 'Designer DB Plus®.' His detailed approach to integrating Cash Balance Defined Benefit plans and Profit Sharing/401(k) options is enlightening and practical. Arnold's book is a game-changer for anyone serious about securing their financial future.
David Miller
Stephen Arnold's 'Designer DB Plus®' is a crucial resource for understanding the complexities of retirement planning. His clear explanations and real-world examples make this book an essential reading for seasoned investors and those new to financial planning. If you want to navigate retirement options confidently, look no further.
Jennifer Taylor
Stephen and Kathleen at Retirement Actuarial Services have been amazing to work with. I highly recommend them for anyone looking to maximize their wealth.
Billy ThompsonCEO Thompson Tee
"Implementing Designer DB Plus for my small business clients has yielded tremendous tax savings (ranging from hundreds of thousands to almost a million dollars in some cases).
This strategy has become one of the most powerful tools I have introduced to my clients, helping me maintain my position as their most trusted advisor.
By Partnering with RAS, I have dramatically increased my referrals along with my firm's revenue. This successful partnership with Steve and Kathleen has solidified their position as our most trusted advisors.
Ray Kondler CPAKondler And Associates CPAs
There are more choices now than ever when it comes to retirement plans. For small businesses, navigating these choices and making informed decisions is key to maximizing retirement savings for owners and employees. The RAS team has been instrumental in developing a plan that has helped Transmission Analytics maximize retirement savings, thereby helping our staff reach their long-term goals sooner. The RAS team is responsive and easy to work with, we would highly recommend the RAS team to those seeking customized retirement solutions tailored for your business. The customized plans continue to provide tremendous tax savings!
Sunil NairCEO Transmission Analytics LLC
This Team is the Best!! For Years, they have been my Go-To for maximum tax savings and helping me keep great employees. The customization of the plan design helps me navigate the different businesses I own while helping me capture the largest tax deductions and keep the lion's share of the plan contributions even though I own several businesses with many employees. Give them a call; it will be worth your time!!
Bob FahnestockPartner BFE/FMA/BMA
Steve and Kat have made a huge impact on our advisory business and on me as a business owner. Their tailored solutions have helped manage our business taxes and build assets for me and our team. Our clients have also benefited from compensation plan construction and tax advisory. The tools developed and employed by Steve and Kat are novel and value-added for most small and medium-sized businesses.
Rusell Hackmann CFA, President Hackmann Wealth Partners
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