You have accomplished a lot in your career, however, the benefits program with your company or your employer feel restrictive due to low contribution limits offered in traditional qualified plans.
You want more tax benefits and higher contributions limits but haven’t found the answer.
Our innovative and customized solutions can fix this problem. We have access to not only traditional planning tools, but also institutional tools that previously were only available to large corporate benefits programs.
These tools can lessen or eliminate your tax burden, accumulate without contribution restrictions and some programs are even designed to keep these accounts assessable and liquid.
Let’s talk if any of these are an issue:
- Maxing out your qualified plans (SEP, 401k, SIMPLE, IRA, ROTH, etc.)
- Sitting on a lot of cash or non-qualified taxable assets
- Wish you could contribute significantly more to employer plans
- Are a high income earning executive with a large part of your portfolio is sitting in 1 or 2 individual stocks
- Run a business and want to reward key employees and yourself
- Want to build a strategy for retaining employees
- Just want more tax efficiency overall in your portfolio
Let’s build a custom plan to save more, earn more, pay less in taxes and keep more of what you deserve.
Ready to talk? Contact me at Terry.Terrell@equitable.com or call me directly at 206-956-6220. I keep things short and to the point.
