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Pension Plans

A qualified pension plan offers one of the most attractive tax shelters available today. If you are self-employed or have your own corporation and you want to grow your retirement account as fast as possible, you need a pension plan. The pension plan allows you to grow your retirement tax deferred. For example, if you invested $10,000.00 per year for 30 years in a tax deferred vehicle at an interest rate of 15%, you would end up with $5,000,000.00 after 30 years compared to $1,500,000.00 if the investment was subject to taxes. This is a net increase in the retirement account value of $3,500,000.00.

40k Plus Contributions

Your business can contribute upwards of 40k per year, per employee, to your pension plan. The contributions can be tax deductible and you can control the plan investments.

Investment Choices -- Can Include Real Estate

You can serve as the trustee of your Pension Plan. As trustee, you will have full control to invest your retirement account as you see fit. There are few limits on the types of investments that can be made. If you prefer real estate, securities or other forms of investment, the control you possess as the administrator of your own plan is unparalleled in the field of retirement planning vehicles. Unlike IRAs, which are subject to many restrictions, Pension Plans permit you to use debt in your investing. With debt, you can greatly increase the return on your investment.

Borrowing From You Plan

Need some extra money? You can borrow from your Pension Plan with no penalties or taxes incurred. How would you like to be able to access your pension monies through such a loan? The ability to borrow from your plan is an excellent vehicle to provide liquidity in a time of need.

Rollover Other Retirement Investments

You may roll over funds from an existing qualified plan or a deductible IRA into your business pension plan. This gives you the ability to access all of your retirement fund from one account. If you are married, you and your spouse can pool your funds in one account to permit even greater investing.

Control When You receive Your Money

You can take retirement distributions from your Pension Plan as early as age 55 or as late as age 70 1/2. Remember, you will be in control of your retirement funds.

To speak with a representative, call us at 800.706.4741 or email us.