Our veteran team of Pension specialists, attorneys, and actuaries are specialists in Defined Benefit Cash Balance Plans, Split-Dollar Funded Plans, and more to help boost your retirement planning with greater flexibility and income tax deductions. All our plans receive a “Letter of Determination” from an IRS filing.
PensionQuote® has proprietary, tax-advantaged solutions for high income business owners looking for significant tax savings to prepare for retirement.  
The tax advantages of qualified plans have generated renewed interest in customized retirement planning and our innovative techniques and designs lead the industry. That is why brokers, and financial advisors/consultants from many of the nation’s most prestigious insurance companies, brokerage firms, and Registered Investment Advisors (RIA) partner with us on these plans.

LinkedIn Financial Disclaimer 
Posts, links, and reposts are not endorsements or recommendations. PensionQuote, Inc. and its representatives do not provide tax, investment, insurance, accounting, or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code of otherwise). Any statements contained herein were not written nor intended to be used for purposes of avoiding U.S. federal, state and local tax penalties. Clients must consult their own independent advisor as to any tax, accounting, or legal statements made herein.

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