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While qualified plans offer many benefits
for employers, employees, and executives alike, the more highly
compensated executive or business owner may find that a tax
deduction today often means a hefty tax bill tomorrow.
Many high-income individuals may also find
that they need to purchase personal insurance for income replacement
or estate planning needs but have no way of deducting the
premiums. At EPIC, we have developed a proprietary strategy
for addressing these different needs at the same time.
Our tax-deductible plan is highly tax-efficient
and is meant for those individuals who want to contribute
$25,000 to $200,000 or more toward retirement, in addition
to their existing profit-sharing, 401(k), or pension plan.
The plan is flexible, allowing an executive or a partner to
make contributions, even if all partners or owners cannot
agree to a plan or a contribution amount.
The plan is ideal for high-income business
owners or entrepreneurs with fewer than 30 employees, owner-professionals,
such as CPA’s, attorneys, and physicians, or other professionals
or key executives who are part of a firm, such as an LLC,
a C-Corporation or S-Corporation, or a Partnership.
Contact
us to discuss the details of this one-of-a-kind plan.
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