Qualified / Non-Qualified Plan Design

Tax deductions, tax deferral and tax advantaged income distributions using practical retirement plan designs.

Assisting clients to qualify for the most creative and beneficial retirement plan designs available is a critical part of my practice. 

  • Properly funded, tax-managed investment and savings vehicles
  • 401(k)
  • Cross tested profit-sharing
  • Defined benefit plans
  • Simple, ROTH, SEP, and IRAs
  • Cash Balance

 

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.