Optimize Your Retirement Plan:
Advanced Strategies for High-Income Business Owners
Learn how a custom-designed retirement plan can help business owners with profits of $250k+ save up to $100,000 or more in annual tax savings!
Retirement Plan Strategies for High-Income Business Owners
Business Owners ONLY!
Register now to join 401(k) experts as they reveal how to craft a custom 401(k) plan specifically designed for high-income business owners.
Upcoming Webinar:
Custom 401(k) Plans for High-Income Business Owners
Date
Wednesday August 28th, 2024
Time
3:00 pm – 3:30 pm EST
What you’ll learn in this webinar.
Not all 401(k)s are created equal.
Learn the differences between a Prototype and a Non-Prototype Retirement Plan Design.
Choosing the wrong one could cost you thousands in contributions and tax savings.
Building your Advanced Retirement Plan Stack.
Not all businesses are created equal, and neither should their retirement plans be. Each layer of your Retirement Plan Stack is meticulously crafted to complement and enhance the layers above.
Learn how to build an efficient plan design that not only benefits your employees but also maximizes your savings and tax advantages
Advanced Retirement Plan Strategies
Learn about the retirement plan options for high-income business owners and how they fit into your overall Retirement Plan Stack.
We’ll discuss Qualified vs. Non-Qualified plans and explain when to use each.
Your Host: Matt Ruttenberg
Co-Owner & Plan Design Expert
Matt Ruttenberg
Business Development Officer
matt.ruttenberg@lifeincrs.com
As seen in:
Who should attend the webinar:
Highly Profitable Business Owners
If you own a business with a profits of $250k+ year after year.
Owns Multiple Businesses
Owners of multiple businesses or entities with or without business partners.
Business With A Small Teams
If your high-income business has less than 25 employees.
Certain Investment Philosophy
Business owners looking to invest their money outside the realm of traditional funds within a plan.
Register For Our Webinar
If you’re a high-income business owner with $250,000+ in profit, this exclusive webinar will show you how to build a custom retirement plan stack that can save you over $100,000 in taxes year after year.
Life, Inc. Retirement Services does not offer tax advice. Please always consult your tax professional about your eligibility for tax credits.
At Life, Inc. Retirement Services, we believe in transparency. We believe in simplicity. We believe relationships matter. That is why we provide you with a local contact that manages your account from A-Z. It’s also why we want to support employers in offering the very best retirement plans for their employees.