Скачать или смотреть Aiming to Maximize Your Qualified Plan - The Tax Savings You May Be Overlooking

Are you taking full advantage of what a Qualified Plan can offer to potentially maximize income tax deductions❓👀

Check out this video conversation between Senior Wealth Advisor Drew Allen, CFP®, RICP®, CEPA, ChFC®, CLU® and CEO David Silver, CFP®, CEPA®.

Instrumental Wealth curates Qualified Plans for high earning business-owner clients and enables some of them to put a significant amount each year into a Qualified Plan using:

→ 401(k)
→ Profit sharing
→ Pensions

That means our clients could potentially take the deduction on the ENTIRE amount❗

We even had one client with multiple employees in their family put $800k in a qualified plan, combining 401k, profit sharing, and pension contributions from each person. And this all could be tax deductible!

As a business owner, ask yourself these three things:

1️⃣ Are you fully utilizing your Qualified Plan to the fullest extent?

2️⃣ Have you designed your Qualified Plan to maximize your tax plan?

3️⃣ Does it also maximize your deductions?

We realize timing is critical: we believe maximizing everything you possibly can now helps ensures you can make those deductions for years to come.

Curious if you are using plans as efficiently as possible for your business?

Visit our website and schedule a consultation with Dave or Drew here: https://instrumentalwealth.com/schedu...

#InstrumentalWealth #Tampa #tampafl

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Source: 401(k) contribution limits for 2023: https://www.irs.gov/newsroom/taxpayer....

*Instrumental Wealth is an investment adviser in Tampa, Florida. Instrumental Wealth is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Instrumental Wealth only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Instrumental Wealth's current written disclosure brochure filed with the SEC, which discusses, among other things, Instrumental Wealth's business practices, services, and fees, is available through the SEC's website at: https://bit.ly/3OSaDBt

#InstrumentalWealth #Tampa #tampafl #tamparealestate #tamparealtor

*This video is for informational purposes only and should not be construed as legal or tax advice as Instrumental Wealth does not offer these services. Any views or opinions expressed herein are attributable solely to the author and subject to change at any time. There is no guarantee the views will come to pass. All examples are shown for illustrative purposes only and actual results may vary substantially.

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