Roney Insurance Solutions

Roney Insurance Solutions Roney Insurance Solutions provides a full range of life insurance options for you and your family.

No one has time for a 60-minute webinar.So we made it 10.If you’re earning $400K+ and want to understand:• Larger deduct...
06/02/2026

No one has time for a 60-minute webinar.

So we made it 10.

If you’re earning $400K+ and want to understand:

• Larger deduction strategies
• How these plans actually work
• Whether it applies to you

We put it all into a short, direct breakdown.

Comment “WEBINAR” and I’ll send it.

06/02/2026

“Your CPA isn’t doing anything wrong… but they’re not doing this.”

Most CPAs focus on filing and compliance.

They don’t proactively design advanced tax strategies.

That’s not a knock—it’s just a different role.

The issue is… if no one brings you strategy, you overpay by default.

DM “STRATEGY” if you want to see what’s missing.

Most business owners think the tax game is already over.That’s usually because nobody showed them The Tax Recovery Strat...
06/01/2026

Most business owners think the tax game is already over.

That’s usually because nobody showed them The Tax Recovery Strategy™.

For qualified high-income earners on extension, there may still be time to improve a prior year’s tax outcome before filing.

One recent case:

$510,000 deductible contributions
~$220,000 tax savings
97% allocated to the owner

Most people never even realize these opportunities exist.

Schedule a Complimentary Tax Recovery Strategy Review™.

Please don’t bring your checkbook.

Do bring:

tax returns
financials
retirement plan information

And please be nice.

We only work with nice people.

https://roneyinsurancesolutions.com/the-tax-recovery-strategy

Your CPA isn’t wrong.They’re just not responsible for advanced strategy.Most CPAs:• File correctly• Keep you compliantBu...
06/01/2026

Your CPA isn’t wrong.

They’re just not responsible for advanced strategy.

Most CPAs:

• File correctly
• Keep you compliant

But they don’t:

• Design forward-looking structures
• Maximize long-term tax efficiency

That gap is where most high earners lose money.

Not from mistakes—

From missed opportunities.

Message “STRATEGY” if you want to see what that looks like.

06/01/2026

“A surgeon I worked with reduced taxable income by over $300,000.”

He was doing everything right—401(k), investments, good CPA.

But he was still overpaying.

We implemented a structure that allowed him to redirect over $250K per year into retirement—pre-tax.

That alone changed everything.

Same income.
Completely different tax outcome.

Comment “CASE” and I’ll send you the details.

A recent case:Orthopedic surgeonIncome: ~$1.2MBefore:• Standard retirement plans• High tax exposureAfter:• ~$250K+ redir...
05/31/2026

A recent case:

Orthopedic surgeon
Income: ~$1.2M

Before:

• Standard retirement plans
• High tax exposure

After:

• ~$250K+ redirected annually
• Significant reduction in taxable income

No aggressive moves.

Just better structure.

Most high earners don’t have a strategy problem…

They have an awareness problem.

Comment “CASE” if you want to see how it works.

05/31/2026

“Here’s why most retirement plans don’t work for high-income earners.”

They weren’t designed for you.

401(k)s were built for broad use—not for someone making $500K+.

That’s why there are advanced structures like Cash Balance Plans—

They’re designed to let you contribute significantly more as your income increases.

The IRS actually allows it.

Most people just never hear about it.

DM me “PLAN” and I’ll show you how it works.

Why most retirement plans don’t work for high earners:Because they weren’t built for them.A 401(k) is a great tool…Until...
05/30/2026

Why most retirement plans don’t work for high earners:

Because they weren’t built for them.

A 401(k) is a great tool…

Until your income outgrows it.

At $500K+ income, your needs change:

• Larger deductions
• Faster accumulation
• Tax efficiency

That’s where structures like Cash Balance Plans come in.

They’re not new.

They’re just underutilized.

Message me “PLAN” if you want a simple breakdown.

05/30/2026

“If you made over $500,000 last year… you’re probably overpaying taxes by six figures.”

Most high-income professionals max out a 401(k)… maybe a SEP IRA… and think they’re doing everything right.

But those plans cap out around $60–70K.

Meanwhile, I work with clients who are legally redirecting $150K, $250K, even $400K+ per year—pre-tax.

Same income. Different structure.

It’s not about working harder. It’s about knowing what exists.

Comment “TAX” and I’ll send you a short guide explaining how this works.

If you earned $500K+ last year… read this carefully.Most high earners are using:• 401(k)• SEP IRA• Profit-sharingThat’s ...
05/29/2026

If you earned $500K+ last year… read this carefully.

Most high earners are using:

• 401(k)
• SEP IRA
• Profit-sharing

That’s fine… but it’s incomplete.

Those strategies cap out around $60K–$70K.

Meanwhile, there are structures that allow:

$150K
$250K
$400K+ in deductions

Same income.
Same business.
Completely different outcome.

This isn’t aggressive.
This isn’t a loophole.
It’s just not commonly explained.

Comment “GUIDE” and I’ll send you a breakdown.

Address

234 E Colorado Boulevard, Suite 900 Penthouse
Pasadena, CA
91101

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Telephone

+18448876639

Website

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