Income Tax-Planning

While most people, even savvy business owners, may think they know all they need to know about income tax planning tools, they don’t. It is our goal with this website to educate people on “all” of the available tools so informed decisions about which tools will work best can be made.

The list below is somewhat daunting. The key decision for an employee who can contribute his/her own money to a plan does it make sense. Or will it make more sense to use Retirement Life™ to create a tax-free retirement income? To learn more about Retirement Life™, click here.

If you are a business owner, you have many choices and the key is working with a firm who can help you choose the best option and create the best plan design to meet your goals.

Getting Help—if you would like help determining which plan below will best fit your needs, contact our office to set up an appointment.

There are other tools not listed here that may be of help to affluent clients; those tools being a captive insurance company or some form of charitable structure. If you are a business owner who can take deductions of more than $500,000 a year, contact our office to discuss these other options.

Scroll to Top