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401(h) Medical Reimbursement Planning | Retirement Actuarial Services Retirement Actuarial Services 401(h) Medical Reimbursement Planning A 401(h) account is a lesser-known layer inside a qualified pension plan that may fund tax-advantaged dollars for eligible retirement medical costs. A 401(h) account is one of the most overlooked planning layers available to business owners. It is a…

Advanced Retirement Plan Design for Small Businesses Cash Balance Plans for Small-Business Owners A cash balance plan may allow a qualifying small-business owner to make substantially larger deductible retirement contributions than a 401(k) alone. Actual contributions and employee costs require actuarial analysis and depend on owner age, compensation, workforce demographics, entity structure, plan design, cash…

Business Owner Tax Reduction Guide | Retirement Actuarial Services Retirement Actuarial Services Business Owner Tax Reduction Guide Once your income is consistent, your retirement plan often becomes one of the largest and most overlooked tax-reduction tools available to you. Most business owners focus on revenue first and taxes second — and that is understandable. But…