Tax Savings for Business Owners

How These Plans Save Tax Dollars

  • Plan designs generally consist of a combination of a Split-Funded Cash Balance Plan, 401(k), and profit sharing—yielding the largest allowable income tax deduction
  • These “qualified” plans enjoy tax-favored status with the IRS; each dollar contributed to the plan may represent about half of that which will NOT be sent to the IRS
  • Contributions are generally 100% tax deductible as a business deduction for business owners
  • Significant Tax deductions are available to Sub-S Corporations, C-Corporations, Partnerships, LLCs, as well as Sole Proprietors
  • Many tax advisors agree that a custom qualified plan should be funded to the maximum before other tax-efficient strategies are explored

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PensionQuote, Inc.

Telephone: 800.717.4723
Facsimile: 305.539.9732
E-mail: [email protected]

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

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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