Executive Benefits

Integrated Profit Sharing Strategies

Integrated and cross-tested retirement plans

There are certain situations where you can shift large amounts of tax-deferred dollars to the business owner and key employees. By using legal plan designs you can have the majority of Profit Sharing contributions go to your highest earning and older employees. This works especially well where there is a large income gap and the key employees are older than the other employees. This strategy often works best in smaller companies. 

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