If you're a professional, independent consultant, self-employed or the
owner of a 1-5 person firm, you may qualify for a huge tax deduction
from your business income -- $100,000 or more.
OnePersonPlus is a defined benefit pension plan designed specifically
to meet the tax savings and retirement income needs of people who are:
- 45 to 70 years of age
- Earning $75,000 or more annually and do not need that income to support current lifestyle
- Able to contribute a significant amount of that income for 3 years or longer
- Professionals, self-employed or business owners with 1-5 employees
If
you'd like to contribute more than $50,000 each year and maximize your
tax deductions, a OnePersonPlus might be right for you.
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OnePersonPlus®
is not for everyone but it can provide an excellent tax-advantaged
solution for the small business owner, consultant or professional who
is earning a large income.
Independent Consultant Reduces Taxes
James, age 56, is in his peak earning years with an annual income of $300,000 but his tax bill is also large.
Solution: A OnePersonPlus for 6 years:
- Annual Contribution: $190,000
- Annual Tax Savings at 38%: $72,200
- Accumulation at retirement: $1,309,236
Corporate Executive Secures Retirement with Secondary Incomes
Trisha,
age 48 is Chief Marketing Officer at a high-tech, high-risk start up
earning $250,000 and participating in the company 401(k). Her side
income from speaking engagements and Corporate Director activities is
more than $200,000 annually.
Solution: A OnePersonPlus based on her side income:
- Annual Contribution: $97,376
- Annual Tax Savings at 38%: $37,000
- Accumulation at retirement: $$2,182,061
Real Estate Couple Diversifies
Christine,
age 58, and Bill, age 60, are married and each earns $225,000 a year.
Most of their savings are invested in real estate. Now they are ready
to balance the risk of real estate with more diversified investments.
Solution: A OnePersonPlus invested in mutual funds:
- Annual Contribution: $305,601
- Annual Tax Savings at 38%: $116,128
- Advisor creates conservative portfolio which will build to $2,036,388 over the next 7 years
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