Who Can Benefit From The Pension Solution

The following is a partial listing of who can ideally benefit from the Pension Solution:

1. ACCOUNTANTS
2. REAL ESTATE BROKERS/MANAGERS
3. ATTORNEYS
4. DOCTORS
5. FUNERAL DIRECTORS
6. MORTGAGE BROKERS
7. VETERINARIANS
8. PSYCHIATRISTS
9. CHIROPRACTOR
10. INSURANCE BROKERS (INCLUDING W-2 STATUTORY EMPLOYEES)
11. SMALL BUSINESS OWNER
12. CONSULTANTS AND INDEPENDENT CONTRACTORS (1099)


We will prepare a plan proposal at no cost to you or your client if you send us a client census with the following information:

NAME
DATE OF BIRTH
DATE OF HIRE
COMPENSATION
HOURS WORKED

Your client can invest the tax deductible plan assets in real estate, stocks, collectibles, mutual funds, life insurance or any other assets that the client, as trustee, may choose. Your client can still implement a plan in 2008 to maximize 2007 pension deductions by contributing to the plan before the client files his tax return for 2007.

We will prepare the plan document, submit the document to the IRS for an approval letter and prepare annual actuarial work and tax returns for a minimal fee and a fee for the accountant who gathers and forwards the information to us.