Qualified Plan Design & Administration

The largest tax deductible contribution allowed by law!

Assisting clients to qualify for the most creative and beneficial retirement plan designs available is critical to the foundation of my practice. Through National Retirement Plan Advisers I can access the expertise of an entire company with a history of more than 55 years of qualified plan experience. 

• 401(k)
• Cross tested profit-sharing
• Defined benefit plans
• Simple, ROTH, SEP, and IRAs
• Cash Balance

"High Dollar" individual tax deductions:  Section 412(i) Defined Benefit Plans that can provide specialized tax deductions within IRS guidelines of $100,000 to over $200,000.