At Olive Creek Investments LLC, we have partnered with experts in setting up and maintaining retirement plans including pension plans, 412 (e)(3), Cash Balance, Profit Sharing and 401(k)for small businesses and professional practices with high earners - doctors, lawyers, orthodontists, engineers, architects, family businesses and successful sole proprietors. Small business owners can take advantage of Cash Balance Plans and other plans that can complement your other retirement plans, increasing yearly tax deductions and engineered to maximize the benefits to the owners. Employees find many of our plans more appealing than traditional Contribution Plans giving our clients a competitive advantage in the employee marketplace.
Tax Deductions Today
Despite the substantial tax benefits of pension plans, Profit Sharing, and 401(k), most business owners are unfamiliar with Cash Balance as one of the most flexible, as well as 412 (e)(3), being a couple of the best tax-deferred savings opportunities in existence. Reducing taxes and accelerating retirement savings is what we do for business owners. Owners can often more than triple their annual pre-tax retirement savings when a Cash Balance Plan (CBP) is added to a 401(k) Profit Sharing Plan or any defined benefit plan. For business owners earning over $400,000 per year, a custom plan can make a significant difference. With the potential for $100,000 in annual tax savings, you owe it to yourself and your employees to learn more about deferred compensation plans. Our competent partners will maximize tax deferred deductions for you and your employees now and in the future.
Tomorrow’s Replacement Income
The most important feature of any successful retirement plan after the initial tax deductions, other than keeping your money safe, is income for you and your family in retirement. Our partners are experts at creating a custom plan and getting the most out of your retirement income planning using our tax engineered deferred compensation strategies. A custom deferred benefit plan will strengthen your traditional retirement and support the lifestyle you’re looking to maintain in your retirement years. You can concentrate on the things you want to and not have to; whether you have dreams of traveling the world or simply want to spend your years enjoying life with your family close to home.
Call for your plan
At Olive Creek Investments, LLC, we have partnered with several of the nation’s leading firms for designing Retirement Plans. They are happy to do a free custom plan design with no obligation for you to see your savings today or do a review of your existing plan. Even if we can’t better your situation, at least you have peace of mind you have a great plan in place and it didn’t cost you anything to get the comparison. Our goal is never to sell a product; instead, we want to help business owners and potential clients to thoroughly vet their options.
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