1. 4 Secrets Successful Business Owners & Professionals Use to Reduce Taxes and Create Wealth Presented By: Ken Shapero, LUTCF Vice President CJA and Associates
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5. Secret #1 Employer 25% 75% Employees Most companies tend to have employee benefit plans!!!
6. Secret #1 5% 95% Employer Employees Smart Employers offer Employer Benefit Plans in which the owner/owners receive 80% to 95% of the total contributions.
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12. Secret #3 If you could set up a private plan that guarantees you will have a pool of money to draw upon in post-retirement and it would be tax-deductible , tax-deferred , creditor protected and more importantly provide tax free reimbursements for almost any medical expense, would you be interested?
13. Example Total Contribution: $523,580 Husband and Wife, age 62 NRA 65 1 other employee ineligibile due to service $727,500 52.95% $277,223 Owner #2 $646,500 47.05% $246,357 Owner #1 Plan Account Value @ NRA % Of First Year Contribution First Year Contribution Name
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17. Secret #4 The purpose of creating your own insurance company is primarily to insure or reinsure the risks of the owner.
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