The consultation, design and implementation of Qualified Retirement Plans is a complex subject matter. All Qualified Retirement Plans require a Fact Finder Consultation and Company Census. Annuity Pros is here to help ensure that you and your company implement the right qualified retirement plan based on your needs and circumstances.

If you would like to take the next key step, please kindly complete the Qualified Plan Fact Finder and the Qualified Plan Company Census below. All information is kept 100% confidential. We will then be in touch with an illustration and proposal which we can discuss in person. Thank you. 

About Qualified Retirement Plans

The tax savings allowed by IRS rules for implementing Qualified Retirement Plans can be several hundred thousand dollars. The first step to see if a qualified plan is suitable is to complete a simple fact finder and census of the company, its owners and employees. We can then build an illustration showing what type of Qualified Retirement Plan is a feasible option. Some of the key advantages include substantial tax savings for owners, employees and the company itself, as well as building additional retirement assets.  

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. Annuity Pros specializes in consulting on a variety of Qualified Retirement Plans including:

Defined Benefit, Defined Contribution, Deferred Compensation Plans, Cash Balance, Profit Sharing, 401K, 401(a), 403(b), 457, 412(e)3, ROTH IRA, SEP IRA, SIMPLE IRAs and Traditional IRAs.

We frequently work together with business professionals such as Attorneys, CPAs, Family Offices, Trust Companies, Banks, Consulting firms and more to set up Qualified Retirement Plans and see the large tax savings. Please click the Contact Us tab to get in touch with us. Thank you, we appreciate it.

Please note that there is no fee to review the company fact finder and census information and see which type of plan is feasible. Thank you. 

All of our clients and business connections receive a clear illustration and proposal document that we go through together. We explain the type of qualified retirement plan designed, the tax savings and how the assets are allocated to your retirement plan. 

Please complete the two forms below and we will be in touch imminently. Thank you. If you'd like to speak with us first, please hit the Contact Us tab on our website. 

Annuity Pros 

Income Product Specialists 

Annuities and Life Insurance

Website: www.annuityprosgroup.com