Orion Capital Management LLC
1330 Orange Ave., Ste 302
Coronado, CA 92118
p: 619-319-0520
f: 855-691-0427
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Disclosure: Orion Capital Management LLC (“Orion”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). The firm offers advisory services in the State of California and in other jurisdictions where registered or exempted. Registration does not imply a certain level of skill or training. The information on Orion’s website or in its distributed commentary shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons or entities of another jurisdiction unless otherwise permitted by statute. Orion’s individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without the firm first complying with jurisdiction requirements or pursuant to an applicable state exemption.
The information on Orion’s website or in its distributed commentary is not investment, tax, accounting or legal advice. Orion is not a tax advisor. For tax advice individuals should consult their CPA. This information is also not an offer or a solicitation of an offer to buy or sell any security, or to be construed as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon in the making of investment decisions. All content on this site is for informational purposes only, and nothing herein should be construed as an investment recommendation. Opinions expressed herein are solely those of Orion, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas described on Orion’s website or in its distributed commentary should be discussed in detail with an investor’s personal financial advisors and legal counsel prior to implementation.
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Orion does not warrant that the information on Orion’s website or in its distributed commentary will be free from error. Your use of this information is at your sole risk. Under no circumstances shall Orion be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Orion or an Orion authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy or an offer to sell any security, or a recommendation to buy or sell any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Cut Your Tax Bill [Video]
If you are self-employed or own a business, a little-known but powerful retirement plan may be able to help you cut thousands of dollars off your tax bill and quickly save more for retirement. Not everyone can take advantage of this plan, but if you do qualify it can help you substantially reduce your taxes.
A Defined Benefit plan (DB plan) is an IRS-approved qualified retirement plan that allows higher tax-deductible contributions than a SEP-IRA or 401(k). The DB plan owner can significantly cut taxable his/her income and contribute larger amounts for retirement, therefore growing a substantial retirement nest egg rapidly.
Watch this short video about how a self-employed consultant can use a Defined Benefit plan to cut more than $40,000 off his taxes every year.
Can a Defined Benefit plan work for you? Schedule a meeting with us to find out: Schedule Here.
You can also call us at: 619-435-1701 or email: thoms@orioncapitalmgmt.com
If you own a business with more than 10 employees, a Cash Balance plan be better suited for your needs. Read our article about how this plan can be your best tax move. And you can also read a case study about a dentist using a Cash Balance plan for his office: Case Study.
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Peter Thoms, CFA, MBA