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

  1. Download, complete & return the Quik-Calc Data Request form to the e-mail shown.  Link below.
  2. Accept the virtual conference invitation that’s sent within 3 business days.
  3. Discuss your situation with an experienced Qualified Pension Administrator (QPA).
  4. An initial plan design or 2 will be completed within 7-10 business days.
  5. Accept the virtual conference invitation to discuss the plan design & its implementation.

Quik-Calc Data Request