by Ileana Bravo | Sep 27, 2018 | blog, LinkedIn
2018 has been a banner year for American business. A soaring stock market and booming economy has contributed to many business owners boasting record income years. But with big earnings, come big taxes. The 2017 Tax Law didn’t really help much due to the reduction or...
by Gene Gordon | Aug 20, 2018 | blog, LinkedIn
By now you’ve seen the big headlines in financial news publications touting Cash Balance and Defined Benefit Pension Plans as the new secret weapon to powerful tax savings for wealthy business owners and professionals. The eye-popping facts grab your attention:...
by Gene Gordon | Jun 18, 2018 | blog
You made the right moves to realize tax savings by creating tax-sheltered retirement plans and implementing a 401(k), Profit Sharing Plan, or SEP. Those with bigger needs might have used a more sophisticated strategy to help clinch bigger deductions by stacking a Cash...
by Gene Gordon | Jan 16, 2018 | PensionQuote Blog
Many business owners are putting the finishing touches on their New Year’s resolutions. It could be a new workout, eating and drinking less, a better golf game, or even a new charity to sponsor. All are good goals but what about a retirement plan… one that will allow...
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...
