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Pre-Tax Wealth Creation Blueprint:
401(h) PLAN
TAX DEDUCTION | TAX FREE GROWTH | TAX FREE WITHDRAWAL
REQUEST A CONSULTATION
LEARN HOW YOUR BUSINESS CAN BENEFIT BY INCLUDING A 401(H) ACCOUNT
$150K
Average Annual Tax Savings
$380K
Average Annual Assets Increase
$2.3MM
Average Account Balance at Exit
How does the STRATEGY work?
A 401 (h) is a post-retirement individual medical expense reimbursement account to the base pension, cash balance plan, or traditional pension design under IRC §401(h) and can increase your pension contribution up to 33 1/3%.
This account provides a highly efficient way to fund retiree health benefits. Contributions to the account are tax-deductible, earnings on the account grow tax-free, and health benefits paid from the account are not taxable to retirees if used on qualified medical expenses. The account can be considered similar to a health savings account with higher contributions limits i.e multiplied by to the power of 10.

NAVIGATING YOUR PATH TO
WEALTH GROWTH
+Tax savings generated
Business Owners Served
Combined Years of Experience
WEALTH CREATION BLUEPRINT DESIGNED
Ideal Client Profile
Small Business Owners
Aged 40-65
50 or Fewer Employees
$500K Net Taxable Income
Values Professional Advice
Benefits of a 401 (h)
TAX DEDUCTION
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TAX FREE GROWTH
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TAX FREE WITHDRAWAL
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