by Gene Gordon | Nov 20, 2017 | Industry News Links, Members Area, PensionQuote Blog
If you are in the top tax bracket and wish you could significantly reduce your tax bill next spring, there are tax mitigation approaches that can fulfill your wish. With our strategy, high earners can defer significantly more taxes and in some cases avoid taxes...
by PensionQuote Inc. | Oct 19, 2017 | blog, Industry News Links, Uncategorized
The clock is ticking if you were hoping for large tax deduction for this year. I know many business owners are frustrated with the relatively small contribution limits of their 401(k) and/or profit sharing plans. If you share that frustration, it’s time to consider...
by PensionQuote Inc. | Oct 12, 2017 | Industry News Links, Uncategorized
If you have come up against a competitor pitching a Split Funded Defined Benefit Plan and didn’t know how to come out on top you are not alone. While the concept of this Cash Balance Life Insurance Plan strategy is fairly straightforward, explaining it with confidence...
by PensionQuote Inc. | Oct 6, 2017 | blog, Industry News Links, PensionQuote Blog
Financial Friday: Get Your Clients’ Attention in Q4 “Let’s Discuss Ways To Reduce This Year’s Income Tax Right Now!” Now that’s a CTA (Call to Action) that will get your client’s attention; especially in the 4th quarter when many of your business owner clients are...
by Ileana Bravo | Jul 8, 2015 | Industry News Links
It’s Not Just the Poor #retirement #investment #savings #estateplanning [ LINK ]
