Integrity Retirement Program

The Integrity Retirement Program for business owners: A tool by which business owners may drastically advance their wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner.

This methodology may give business owners the chance to take a tax deduction relative to their participation, grow their wealth tax deferred and take distributions out of this retirement planning medium tax free.

The program jump-starts their retirement by advancing a massive amount of capital in the program for them, with the goal of realizing superior gains as a result of having more money working for them over the longer term. This lends itself to having the ability to generate a much larger nest egg that may then be distributed on a tax free basis.

That are various iterations of this platform that may accomplish additional goals:

  • Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results.
  • Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence.
  • Qualified Plan Rescue: By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan.
  • Business Exit Planning: With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer upon the sale of the business.
  • Key-man & Buy/Sell: With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously.

Schedule a free, no obligation ‘Discovery Call’ simply to discuss the program and how it might work for your situation. Then, we’ll also consult with you and your tax advisor to confirm the benefits for your business and you prior to implementing any phase of the program.

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Your only cost would be in not capitalizing on the Integrity Retirement Program when you could.

To Your Prosperity!

Scott Scholz & Associates  .  425-829-4110 .  scott@ssz1.com