The Right Combination for Your Retirement Plan

July 2015 Newsletter Introduction Setting the Stage The Defined Benefit Component Eligibility Crediting Interest Contributions    Top Heavy Minimums    Limits on Tax Deductions Flexibility Funding Requirements Conclusion Although not a new design,...

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

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Phone: 1-800-717-4723

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Monday-Friday: 9:00am – 5:00pm

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