Self-employed or own a small business? High-income, self-employed professionals are uniquely position to cut their taxes and save more for retirement with an excellent savings tool called a defined benefit plan. Save tens of thousands in taxes each year and build your retirement nest egg!

1. Self-Employed?
You Could Be Saving More In Taxes and
Building a Bigger Retirement Nest Egg

2. With a little known,
but high-impact,
tax and retirement
savings plan
you may be able to
save thousands
each year.

3. Defined Benefit Plans: The
Overlooked Retirement Vehicle
For Successful Entrepreneurs
“Defined benefit plans continue to make
sense for...successful small business owners
and entrepreneurs. For such individuals,
pension plans are an ideal retirement
vehicle, offering a wide range of benefits
that will help them keep a larger share of
their wealth…”
Forbes, January 2014
How Entrepreneurs Can Get Big
Tax Breaks For Retirement
Savings
“A 52-year-old entrepreneur netting
$300,000 could use a one-person defined-
benefit pension plan combined with a solo
401(k) to shelter a total of $169,800 from
current income taxes…”
Forbes, March 2013
Defined Benefit Plans are a powerful
tool for self-employed professionals

4. A Defined Benefit Plan:
• Is an IRS approved, qualified retirement plan
• Allows the highest tax-deductible contributions
of any retirement plan
• Can allow you to rapidly build a large retirement
nest egg
• May allow you to cut your tax bill by tens of
thousands of dollars every year
Many professionals are not aware of Defined
Benefit Plans and their benefits

5. Taxes Saved
$22,500
Taxes Saved
$69,300
Taxes Saved
$84,400
$-
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
$90,000
401(k) Defined Benefit Plan DB Plan + 401(k)
Save Tens of Thousands in Taxes with a Defined Benefit Plan
A 52-year old business owner with an annual income of $450,000 can potentially cut his/her tax
bill by $70,000 to $80,000 in a single year by forming a Defined Benefit Plan
*Assumes combined federal and state tax of 38%. Example is tax savings in comparison to no retirement plan.
Put a Defined Benefit Plan to work for you

6. And quickly build retirement savings
$125,000
$256,250
$394,063
$538,766
$690,704
$850,239
$1,017,751
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7
Seven Year Road to a $1M Nest Egg
A 50-year old small business owner could put $125,000
in a Defined Benefit Plan every year and build a
retirement nest egg of $1 Million by Year 7
*Assumes a contribution every year and 5% growth

7. • Do you make at least $100,000
per year through self-
employment income from
- a sole proprietorship, LLC or
corporation, or
- a side business?
Is a
Defined
Benefit
Plan
right for
you?

8. • Do you make at least $100,000
per year through self-
employment income from
- a sole proprietorship, LLC or
corporation, or
- a side business?
• Do you have 0 - 10 employees?
Is a
Defined
Benefit
Plan
right for
you?

9. • Do you make at least $100,000
per year through self-
employment income from
- a sole proprietorship, LLC or
corporation, or
- a side business?
• Do you have 0 - 10 employees?
• Are you 40 or older?
Is a
Defined
Benefit
Plan
right for
you?

10. • Do you make at least $100,000
per year through self-
employment income from
- a sole proprietorship, LLC or
corporation, or
- a side business?
• Do you have 0 - 10 employees?
• Are you 40 or older?
• Are you willing to contribute
$50,000 or more annually?
Is a
Defined
Benefit
Plan
right for
you?

11. • Do you make at least $100,000
per year through self-
employment income from
- a sole proprietorship, LLC or
corporation, or
- a side business?
• Do you have 0 - 10 employees?
• Are you 40 or older?
• Are you willing to contribute
$50,000 or more annually?
YES?
Is a
Defined
Benefit
Plan
right for
you?

12. Let Us Help You Build
Toward Your Retirement
Goals

13. Take Two Minutes To See
How Much You Could Save
• With a few pieces of information we can
generate a proposal to fit you.
• You could be saving tens of thousands
every year.
• Learn more about Defined Benefit Plans
• Fill out our Tax Savings Analysis
• Contact us at info@orionportfolios.com
• Visit us at Orion Portfolios
How
Much
Can You
Save?

14. • Founded Orion in 2002.
• Orion is a fee-only Registered
Investment Advisor.
• We are an independent fiduciary
committed to implementing the most
effective retirement plans for our
clients.
• We provide a comprehensive and cost-
effective solution for professionals
seeking to reduce their tax bill and
jump-start retirement savings.
• Contact us at info@orionportfolios.com
• Or visit us at Orion Portfolios
Who is
Orion?
Peter C. Thoms, CFA