Case Studies

Defined Benefit plans help many high income professionals in a variety of situation save big on taxes every year.

The following case studies illustrate different scenarios in which self-employed and small business professionals use Defined Benefit plans to save tens of thousands in taxes each year while rapidly building a large retirement nest egg.

Each individual or married couple's circumstances are unique, but Defined Benefit plans are flexible enough to be used in a wide variety of situations. We will work with you to determine the most favorable and tax-efficient retirement plan structure for your specific circumstances.

Case Study Lawyer Solo pic

Case Study Married pic

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Case Study Dentist 3 Employees

 

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