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    Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy: For Today's Small Business Owners
    Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy: For Today's Small Business Owners
    Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy: For Today's Small Business Owners
    Ebook77 pages44 minutes

    Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy: For Today's Small Business Owners

    By STEPHEN ARNOLD

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    About this ebook

    Stephen Arnold, a seasoned expert in retirement planning with over 20 years of experience, is the founder and CEO of Retirement Actuarial Services. With his CRPS (Chartered Retirement Plan Specialist) designation and a Series 65 Uniform Investment Adviser Law license, Stephen is recognized for his deep expertise in designing and managing retir

    LanguageEnglish
    PublisherGhostwriting Mentors
    Release dateSep 6, 2024
    ISBN9798330403486
    Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy: For Today's Small Business Owners

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      Book preview

      Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy - STEPHEN ARNOLD

      Designer DB Plus®

      Designer DB Plus®

      Game-Changing Tax Reduction & Retirement Strategy:

      For Today’s Small Business Owners

      Unlocking Major Tax Deductions to Build Multimillion-Dollar Retirement Accounts in Under Ten Years for a Secure and Confident Business Exit

      Stephen Arnold

      Copyright © 2024

      STEPHEN ARNOLD

      All rights are reserved. No part of this book may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For permission requests, write to the author at the address provided in the acknowledgments section of this book.

      Printed in the United States of America

      First Printing Edition, 2024

      Dedication

      I would like to extend my sincere gratitude and recognition to the following individuals:

      To Kathleen, my wife, co-author, and partner: Your talent and commitment to our work are deeply appreciated. Your unwavering dedication to this industry and to our clients is truly admirable. You take great pride in empowering clients with the knowledge and providing guidance for successful business exits and secure retirement. Your ability to help others through these crucial life transitions, coupled with your compassion and wisdom, is a constant source of inspiration.

      To Zak Kenne, my esteemed partner and dear friend:

      Your profound expertise as an Enrolled Actuary, coupled with your impressive array of professional designations, stands as a testament to your unwavering dedication to your craft. Your tireless commitment to studying, interpreting, understanding, and implementing complex actuarial concepts is nothing short of exceptional. Your passion and diligence have not only set a high standard in our field but have also delivered immense value to countless small business owners. Through your exceptional knowledge of Qualified plans, you have empowered many to confidently achieve their financial goals. Your remarkable contributions are deeply appreciated and continue to inspire all who have the privilege of working with you.

      To Dean Zayed, Founder and CEO of Brookstone Capital Management, my dear friend and esteemed colleague. Your unwavering support and belief in our vision have been instrumental in bringing our plans and services to the Brookstone family. Through your guidance and leadership, we've had the privilege of reaching thousands of advisors, empowering them to serve their clients better and achieve new heights in their practices. Your dedication to excellence and your commitment to fostering a community of trust and collaboration have made all the difference. Thank you for being a true partner in every sense of the word.

      To our administrative team: Your tireless efforts form the foundation of our operations. Your commitment to meeting our clients' needs with the highest level of professionalism allows us to focus on our core mission of making a meaningful impact in our clients' lives. Your contributions are invaluable and deeply appreciated.

      As a cohesive team, we remain committed to making a lasting positive impact on the lives of those we serve, guiding them toward a future of promise and prosperity.

      Disclaimer

      This book provides a general overview of sophisticated retirement planning strategies and is intended for informational purposes only. The concepts presented, particularly the Designer DB Plus® plan, are complex and require specialized expertise to implement correctly.

      Readers should not attempt to establish or administer these plans without guidance from qualified professionals. If you need expert assistance, please consult with appropriate professionals. Retirement Actuarial Services LLC does not give tax or investment advice.

      Table ofContents

      PREFACE

      Chapter One:America’s Retirement Planning Crisis

      Chapter Two:Introduction to Retirement Plans

      Chapter Three:Early 20th Century Defined Benefit Plan Problems

      Chapter Four:Transition to Cash Balance Profit Share/ 401k Combination Plans

      Chapter Five:21st Century Retirement Planning Solution

      Chapter Six:Why hasn’t my tax advisor recommended this to me?

      Chapter Seven:Additional Benefits of the Designer DB Plus® Plan

      Chapter Eight:Key Dates for Proactive

      Enjoying the preview?
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