The design and implementation of 412(e)3 Retirement Plans is an extremely specialized arena. All 412(e)3 Retirement Plans are funded only with annuities, or a combination of both annuities and life insurance. 

The tax savings allowed by IRS rules for implementing a 412(e)3 Retirement Plan can be several hundred thousand dollars. The first step to see if this type of qualified plan is suitable is to complete a simple census of the company, its owners and employees. We can then build an illustration showing if a 412(e)3 Retirement Plan is a feasible option. If it is not, there may be a better more suitable qualified retirement plan such as a 401K Plan and Cash Balance Plan combination that also gives the owners substantial tax savings.  

Business owners have a major choice. They either pay substantial taxes each year or keep the tax savings and allocate them to their own retirement assets via a 412(e)3 Retirement Plan with guarantees. Annuity Pros specializes in annuities and life insurance. These are the only products with which you can set up a 412(e)3 retirement plan. We have broad experience in qualified plans such as 412(e)3 Retirement Plans, 401K Plans and Cash Balance Retirement Plans. 

If you are a CPA, Accounting Firm, Attorney or Business Owner who is interested in exploring the feasibility of a 412(e)3 Retirement Plan and seeing the large tax savings, please get in touch with us below. There is no fee to review the company census information and see if the 412(e)3 plan is feasible. 

All of our clients receive a clear 412(e)3 plan illustration document that we go through together. We explain the tax savings and how the assets are allocated to your retirement plan. Given that 412(e)3 plans are only funded via annuities and life insurance, they make for a very low risk guaranteed retirement plan strategy.

Please feel free to get in touch with us via one of the links below and check the 412(e)3 box, thank you. We will then get back to you with a link for you to complete the company census. Thank you. 

We frequently work together with business professionals such as Attorneys, CPAs, Family Offices, Trust Companies, Banks, Consulting firms and more to set up 412(e)3 retirement plans. Please click the box below to get in touch with us. Thank you, we appreciate it.

Annuity Pros 

Income Product Specialists 

Annuities and Life Insurance

Website: www.annuityprosgroup.com