Combined Retirement Plans - A Wealth Creation Strategy
for High Income Business Owners

Combined Retirement Plans allow the highest deductible contributions of any retirement plan. Current IRS Regulations allow a participant to fund a lifetime pension of up to 100% of compensation, not to exceed $220,000 as early as normal retirement Age of 62. To do so requires an accumulation of slightly more than $2,800,000 by Age 62 to provide the benefit, as determined by IRS actuarial tables that consider life expectancy and assumed earnings.