The Planalyzer – Third Stone Plans
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Profit Sharing §401(k)
- Annual profits are consistent & predictable
- Each owner has disposable income of $55k to $75k
- “I can consistently save $55k to $75k a year.”
- Flexibility needed
- “I need flexibility to make $0 contributions if my year is slow!”
Planalyzer – Third Stone Plans Planalyzer – Third Stone Plans
Cash Balance
- Annual profits are consistent, predictable & high.
- Each owner has annual disposable income that exceeds $75k+.
- ”I can consistently save more than $75k annually.”
- Need a predictable annual expense to offset taxable income
- “I need a consistent annual tax deduction… $100,000 a year for the next 10 years!”
Cash Balance & §401(k) Combination
- Annual profits are consistent, predictable & really high.
- Each owner’s annual disposable income exceeds $100k+
- “I can consistently save more than $100k annually.”
- Need a predictable annual expense to offset taxable income
- “I need a consistent annual tax deduction… $250,000 a year for the next 10 years!”
- Wouldn’t mind a little flexibility
Get a Plan Design
- Download, complete & return the Quik-Calc Data Request form to the e-mail shown. Link below.
- Accept the virtual conference invitation that’s sent within 3 business days.
- Discuss your situation with an experienced Qualified Pension Administrator (QPA).
- An initial plan design or 2 will be completed within 7-10 business days.
- Accept the virtual conference invitation to discuss the plan design & its implementation.