Today, many successful business owners are using advanced retirement strategy designs to manage tax liabilities. For example, a Roth 401(k) paired with a profit-sharing or defined benefit plan gives you the opportunity to:
Is your retirement plan reducing your tax bite the way you hoped it would? Does it offer you tax-management tools for retirement? Call the office today to review your strategy to make sure it’s as tax-efficient as possible.
This communication is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.