Answer 10 quick questions and find out whether this strategy could generate six-figure annual tax deductions for your business.
This assessment is for educational purposes only and does not constitute financial or tax advice.
Enter your contact information and we will send you your personalized results and next steps.
No spam. Unsubscribe anytime. Your information is used only to send you your results and 1618 Wealth’s monthly insights.
Based on your answers, a cash balance plan paired with a 401(k) could generate significant annual tax deductions for your practice. The next step is a free 30-minute conversation to model exactly what this looks like for your specific numbers before year-end.
This assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor for guidance specific to your situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.
There are a few factors in your situation worth exploring together. A cash balance plan may still make strong sense for your practice. The best way to find out is a free 30-minute conversation to look at your actual numbers.
This assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor for guidance specific to your situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.
Based on your answers, there are a few factors that may limit the benefit of this strategy at this time. That does not mean there are not other meaningful tax and retirement planning opportunities worth exploring. Start with the breakdown below and reach out if you have questions.
Read the Full BreakdownThis assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor for guidance specific to your situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.
A cash balance plan works best for established professional practice owners with consistent high income and a small team. Based on your answers, this particular strategy is not the right starting point, but financial planning still has a lot to offer. Subscribe below for monthly insights tailored to professionals building financial security.
Explore Our InsightsThis assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor for guidance specific to your situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.