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Tax Free Throw™

Are you a business owner or paid board member who has not yet filed your 2025 tax return or are on extension? If so, there's still time to save BIG with a Tax Free ThrowTM.

Thanks to the SECURE Act, high-income business owners and paid board members can retroactively adopt split-funded cash balance plans - even after year-end. This unique strategy can score six-figure tax savings and allow you to contribute $150k, $300k, or even more annually toward retirement, far beyond what a 401(k) or SEPs permit, while at the same time improving after-tax outcomes. If you want to: 

  • Significantly lower your 2025 tax bill
  • Supercharge retirement contributions
  • Explore creative ways to dramatically improve after-tax outcomes ..then

This is your TAX FREE THROWTM. Don't leave money on the court. Let's team up to maximize your 2025 tax savings.

Our Resources Strategies to Free Up Time for What Matters

Assess Life Insurance Needs

Assess Life Insurance Needs

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Deciding When to Take Social Security

Deciding When to Take Social Security

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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

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Contact Us Get Started Today

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