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Tax Approach Coach does Pension Plans by B. Joe Rosa, CPA

Tax Approach Coach does Pension Plans

Will save you $70,000 in Taxes

by B. Joe Rosa, CPA

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Over the years, some of the client’s I’ve coached include attorneys, doctors cpa’s retailers, Boat Captians, manufacturers and farmers to set up pension plans.

Those plans or tax shelters as I like to call them have saved them millions of dollars in taxes on a current basis, while at the same time earning millions tax free, or tax deferred until they retired.

Pensions plans are tax shelters that currently allow you to save about $200,000 each year from your taxable income, which means that your tax bill is less by over $70,000 each year. And, your earnings on the $200,000 will earn tax deferred until you tax it out.

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  • Published: May 2011
  • LearnOutLoud.com Product ID: T040764
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