With the booming gig economy, there are more high-income self-employed people than ever. If you are self-employed, you may not have planned for high taxes this year. But a defined benefit retirement plan can help reduce taxes and build wealth if you open the plan...
Many financial advisors and CPAs are looking for ways to help their clients save money on taxes, and build wealth. Defined benefit plans are a good option for high earning professionals, particularly those who are maxing out their 401(k) and profit sharing...
Independent medical professionals maximize retirement assets using DB plans. Rick is a medical doctor who wasn’t ready to retire but was tired of running a practice, so he crafted his mid-life career as a medical “temp,” which in that profession (unsurprisingly) gets...
Each year at tax time we hear from prosperous small business owners and the high income self-employed who have been knocked out by the amount they owe in taxes. On the one hand, they can’t complain because business was very good in 2014; on the other, it hurts...
Based on the plans we set up with our Financial Advisor partners in 2014, we know you probably have DB Plan prospects hiding in your own book of business. Here are just three financial situations we saw in 2014 that should motivate you to make a few phone calls:...
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