If you would like to see how a tax-advantaged plan will benefit you, click on the e-mail above and answer the following questions:
- How old are you today?
- At what age would you like to retire?
- How much would you like to have in your retirement bucket?
- How much monthly income would you like to receive at retirement?
- Do you use tobacco?
- How is your general health?
- Do you use tobacco products?
- How much discretionary income would you be interested in saving or putting away?
With this information, we will be able to provide you with one, two or even three different plans based on your goals.
These plans are complimentary and are designed to provide you with an approximate and accurate assessment for your retirement.
This information will not be used with, nor sold to the public. The information obtained will be specifically and strictly used for implementing a plan for the individuals concerned. Confidentiality laws apply. Individuals must qualify for these plans, per insurance company standards.
Pension Plan Solutions is not a tax consulting firm. We do not provide tax assistance. Every case has different tax implications based on variables pertaining to the specific business and owner(s). Please consult your tax advisor.
