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Our Best Seller Book

"BEST SELLER" on AMAZON. A little planning can save you from a lot of pain later. Through real-life examples of tax returns, tips, and life stories, this easy-to-use reference book will help you learn how to keep more of your hard-earned money in your wallet—legally! Download the FIRST CHAPTER.


Is Your Small Business Retirement Plan Consistent With the New Tax Law?

Are you qualified to get the new 20% deduction allowed by the new tax law?  If not, the right kind of retirement plan may help you qualify to get that 20% deduction in addition to the deduction for the plan itself. Click here for an example.

What type of plan do you have now? Do you have a plan now? A good retirement plan should provide you a comfortable retirement for tomorrow as well as provide for tax advantages and other benefits like creditors protection today. When was the last time you had your retirement plan reviewed?

For complimentary retirement plan review, contact us.

Ask yourself the following questions:

- Am I receiving the maximum benefit from my annual plan contribution?
- Is there a way to increase my plan contribution for my benefit while decreasing contributions for my employees?
- Do I have the ability to reward staff differently based on their importance to my company?
- Is my plan’s design right for me and my company?

If your answer to any of these questions is “No” or “I don’t know”, you owe it to yourself to obtain a NO COST Retirement Plan Review. Contact us.

What is Retirement Plan Review?

A Retirement Plan Review is a thorough analysis of your current pension plan with the twofold goal of increasing your share of annual contribution and reducing your plan’s administrative expenses. Once review is complete, you will receive formal plan recommendation which is customized to meet your goals. Along with the Pension Protection Act combined with the New Tax Law dramatically increases the benefits available to owners and top executives like you. After completing your review, if we find that your current plan is the best available, at least you have the peace of mind knowing this fact and didn’t cost you a dime.

Let’s get started with your future today!

We will work with your CPA. Have your CPA contact us.

*Why 401k plan beats SEP IRA 95% of the time?
*How Solo DB plan can be more tax efficient than Solo 401k plan for corporations.
*Why New Comparability Profit Sharing plans are better than traditional plans?
*How Traditional Defined Benefit Plans work?
*What are 412(e) (3) DB Plans?
*Why Cash Balance Hybrid plans are more popular?

 

 

 

 

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 *"Securities and Investment Advisory Services offered through KCD Financial, Inc., Member FINRA & SIPC. Securities are offered in Maryland, Virginia, Pennsylvania, New Jersey and North Carolina. For the residents of the other states, information provided here is for educational purpose only."

This communication is strictly intended for individuals residing in the state(s) of MD, NJ, NC, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.