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 Throw^TM.

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 THROW^TM.  Don't leave money on the court.

Let's team up to maximize your 2025 tax savings - click here to schedule a Zoom meeting to discuss.