Hi, How Can We Help You?
  • Focused on your goals with solutions reverse engineered specific to you and your situation.

Author Archives: Matt Schiff



https://youtu.be/uK8Wx2pMoGc




Ever wanted the "perfect" plan where the company gets a current deduction when the money is paid into the plan, the cash grows tax deferred, and then the participant get the money "tax free"? Well look no further. There is a plan like that available. You just have to be willing to discriminate.





It's called a Restricted Executive Bonus plan and combines to different benefits in one. It has to be done carefully to meet IRS guidelines, but is 100% legal. Nice thing is, it's not carrier or product specific, and has the flexibility as to what type of asset you want in the plan.





To learn more, give us a call or check out our Executive Bonus material. We'd be happy to design a sample for you so that you keep your best people.