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THE PENSION SOLUTION

Help your SELF-EMPLOYED and/or CORPORATE BUSINESS OWNER clients enjoy hundreds of thousands of dollars of annual pension deductions by adopting An IRS approved defined benefit pension plan.

If your client wants to contribute substantially more than $45,000 or 25% of his earnings annually to a qualified retirement plan, your client should have us set up a defined benefit plan and /or additional tax qualified plans that can now be simultaneously adopted.

Help your client maximize deductions for himself and minimize costs for other employees by considering age and other factors that can minimize or mitigate costs

In the chart shown above is an example of the maximum contributions available to your clients at various ages based on the client’s past or current high three year average income:
Upcoming Seminars

Up To 24 CPE Credits For CPA's

Thursday, Jan. 8th, 5:00 P.M.
Tuesday, Jan. 20th, 5:00 p.m.
Thursday, Jan. 22nd, 2:00 p.m.

RSVP: Libby Paskes
(646) 213-0028 or (718) 387-7385

Email: libby.pts@verizon.net

PENSION & ESTATE PLANNING...

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Why Do You Need To Have A Trust

What if you do not have a Trust?

A: While you are Alive.

Any assets in your name are at the risk of creditors.

Assets in your name may disqualify you or your children from scholarships, subsidized housing, medical or any oth...

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