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Deborah Sims, CEA
The Estate Planning Team
P.O. Box 926
Rancho Santa Fe, CA 92067

(866) 434-4500 office
(619) 683-2540 fax
(619) 572-6895 cell
dsims@jpturner.com


 
Increase Your Tax Deductions

     Are you a small business owner or professional with few or no employees?

     Do you want to accumulate significant retirement assets on a fully guaranteed basis? Do you want to put away more each year than the 25% of payroll/$42,000 per individual limit permitted by most qualified retirement plans?

     Does the concept of deducting welfare benefit fund contributions, as a necessary and ordinary business expense, appeal to you?

     There is a plan, which is tax code compliant, that will allow you to meet these objectives: a Defined Benefit 412(i) Plan.
 

 

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Securities offered through J.P. Turner & Company, LLC (Member FINRA/SIPC). Investment advice and financial planning offered though J.P. Turner & Company, Capital Management, LLC (a registered investment advisor). Estate Planning Team is not affiliated with either J.P. Turner & Company, LLC or J.P. Turner & Company Capital Management, LLC.