Are you at least 45, self-employed, earning $100,000 or more per year, and serious about maximizing your retirement lifestyle?
If you answered in the affirmative, then you need to know how.
You're probably familiar with IRAs and 401ks as tax-efficient vehicles with high contribution limits, but the Big Daddy of them all is the small business Defined Benefit Pension Plan (DB).
Essentially, DBs permit you to keep your money rather than pay it out to the government.
It is well known in America that pension plans are going the way of the dodo in large corporations -- largely because there are conflicting interests between employees and owners of those companies, and the employees are losing that battle. However, when you are your own boss, no such conflict exists. Defined benefit pension plans permit you to divert your business income destined for retirement savings into a hugely tax-advantaged vehicle.
A core GIM offering is to people meeting the eligibility criteria for DBs. We partner with legal firm Leaffer Shapiro, who manages all the administration of your DB from the get-go, while GIM employs its quantitative value investing methodology to protect and build your wealth. Please visit our website for more information.
