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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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APPLY the WE 401 (h) Plan To YOUR BUSINESS

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