This educational workshop will cover all the tax benefits as authorized by the Pension Protection Act (PPA) of 200 and accumulation strategies to preserve wealth using maximum tax deductible contributions at the lowest possible plan costs.
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FWM 2013-14 Tax Tips Business and Professional Online Workshop - July 10th 4-5pm EST
1. 2013-14 Tax Tips
Business Owner Workshop
FINEX WEALTH MANAGEMENT
PRESENTS
THE FWM COMBINED PLAN
“Double –up” A provision in the tax code allows the Plan Sponsor to
set-up a new FWM Combined Plan and double up the allowable
contribution and corresponding tax deduction for the plan’s 1
st
year.
“Tax Free Payout” A separate IRC tax provision allows the plan sponsor
to establish or add a fully tax deductible plan benefit that will add up to
33% to their maximum plan contribution and recover these additional
funds at retirement tax free to reimburse the participant’s post-
retirement medical expenses.
RSVP: REGISTER ON CONTACT PAGE @ http://www.finexwealth.com/
Wednesday, July 10th
4-5p.m.EST
**Go To Meeting Link Emailed with Registration