PensionQuote

03/30/2022

Take control over your financial future with the power of IUL.
Maximize Tax savings and Protect Your Assets with our specialty life insurance product i.e. Indexed Universal Life aka IUL. Click here to find out more: http://ow.ly/sz9N50H4Bn5

02/26/2022

Our proprietary pension plan designs give you significantly more tax-free growth, providing twice the working capital than ordinary qualified plans.

Click the link below to learn more:

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02/25/2022

Take control over your financial future with the power of IUL.
Maximize Tax savings and Protect Your Assets with specialty life insurance products such as Indexed Universal Life. Click here to find out more: http://ow.ly/sz9N50H4Bn5

02/10/2022

A new analysis finds that defined benefit (DB) pension plans offer substantial cost advantages over 401(k)-style defined contribution (DC) accounts.

Let us help you design a powerful tax-advantaged plan that will build a solid foundation with lasting benefits. Visit pensionquote.com or call us at 1-800-717-4723.

02/01/2022

How high-earning real estate agents can save $$ in taxes and accumulate $$$ in retirement by adopting a Defined Benefit plan👇

01/28/2022

A Cash Balance plan may allow small business owners to contribute 2-3 times the amount they might otherwise contribute to a SEP or 401(k), simultaneously reducing the employee contribution liability. Contact us today to learn more. pensionquote.com

01/24/2022

Learn how a law firm increased their income tax deductible contribution from about $200,000 to $700,000 using a Split Funded Defined Benefit: https://www.pensionquote.com/case-studies/law-firm-case-study/

If you or your business is unable to make large income tax deductible contributions with your existing plans, give us a call today. With tax season approaching soon, it's more important than ever.

01/18/2022

For those of you considering setting up a Defined Benefit Plan for your business- good news contribution limits are increasing in 2022. http://ow.ly/5FtI50Hwylo

Good news for high-income business owners, one of the best tax-saving retirement plans, the Cash Balance Pension Plan, will have higher contribution limits in 2022.

01/11/2022

Popular among high-earning professionals, cash balance plans offer significant tax deductions and accelerated retirement savings, making them especially beneficial for those putting future retirement plans in place.

If you’d like to discuss whether this may be the right option for your business, give us a call today 1-800-717-4723

01/07/2022

The Cash Balance Plan may be right for you if you find yourself in the same boat as many high earners. Despite your best efforts, your tax liability is still greater than you would like. However, you may be able to avoid additional taxes by utilizing a Defined Benefit Plan.

Want to learn more? Send us a message today. https://www.pensionquote.com/contact/

01/04/2022

As a business owner or a self-employed individual, you take all the risk associated with the business and then give away a large part of your income to the government in the form of taxes!

Wouldn’t you like to put aside a large part of your pre-tax money in a retirement plan and claim a tax deduction on it?

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