Comments for Omar Group CPA Blog http://www.omargroupcpa.com/wordpress Omar Group CPA - Helping New Jersey small business owners Mon, 06 Sep 2010 09:14:33 +0000 http://wordpress.org/?v=2.6 Comment on Retirement Plans for Small Business Owners by CJCONTE http://www.omargroupcpa.com/wordpress/?p=226#comment-3 CJCONTE Wed, 28 Jan 2009 05:12:10 +0000 http://www.omargroupcpa.com/wordpress/?p=226#comment-3 BAIL OUT FOR RETIRMENT SELECTIVE BENEFITS SPECIALISTS, INC. A tax efficient retirement strategy that allows you or your client to catch up on lost time and monies!! Selective Benefits Specialists, Inc. is the leader in the rapidly expanding field of “Leveraged Retirement Planning” – a revolutionary new approach to wealth building for business owners, physicians and other entrepreneurs. Whether the goal is to begin or catch up on retirement savings or to enhance your present position, SBS is dedicated to help attain a more rewarding and powerful financial future using a set of tools traditionally available to only the wealthiest of individuals. Headquartered in Carlsbad, CA, SBS provides businesses with loans to finance their retirement goals. Leveraged Retirement Planning: Leveraged Retirement Planning is a unique approach to the creation of wealth for business owners. SBS’s programs use the power of leverage to enable business owners to selectively and tax efficiently transfer wealth out of the business and into powerful yet conservative financial programs that benefits them personally. Traditional “retirement plans” either incorporate contribution limits or must be offered to the business owner’s entire employee base. SBS’s programs eliminate both of these constraints while providing risk protection. Highlights: • A “non-qualified” selective retirement program for business owners. (unlike traditional qualified plans such as 401k’s etc…for employee’s), • The money is a commercial loan to the Corp., the business pays the simple interest loan payment on behalf of the employee (the business owner). This can be tax deductible for the Corp. • The funds are placed into strategies that are designed to “guarantee” against loss of principal (the loan amount), while allowing for upside returns based on the performance of certain equity indices. (fixed annuities & index universal life strategies) - (average gain is 6 to 8% per year) • This is a commercial loan. NO personal guarantee needed. (Bank loan to Corp. is collateralized by the financial instrument only NOT any personal or business assets) • No 5500s or filing requirements Loan Re-payment: There are many different strategies to accomplish this; Call for details FOR MORE DETAILED INFORMATION! CALL: 858-945-0062 EMAIL: CCONTE@BRPG-INC.COM BAIL OUT FOR RETIRMENT

SELECTIVE BENEFITS SPECIALISTS, INC.

A tax efficient retirement strategy that allows you or your client to catch up on lost time and monies!!

Selective Benefits Specialists, Inc. is the leader in the rapidly expanding field of “Leveraged Retirement Planning” – a revolutionary new approach to wealth building for business owners, physicians and other entrepreneurs.

Whether the goal is to begin or catch up on retirement savings or to enhance your present position, SBS is dedicated to help attain a more rewarding and powerful financial future using a set of tools traditionally available to only the wealthiest of individuals.

Headquartered in Carlsbad, CA, SBS provides businesses with loans to finance their retirement goals.

Leveraged Retirement Planning:

Leveraged Retirement Planning is a unique approach to the creation of wealth for business owners. SBS’s programs use the power of leverage to enable business owners to selectively and tax efficiently transfer wealth out of the business and into powerful yet conservative financial programs that benefits them personally.

Traditional “retirement plans” either incorporate contribution limits or must be offered to the business owner’s entire employee base. SBS’s programs eliminate both of these constraints while providing risk protection.

Highlights:

• A “non-qualified” selective retirement program for business owners. (unlike traditional qualified plans such as 401k’s etc…for employee’s),
• The money is a commercial loan to the Corp., the business pays the simple interest loan payment on behalf of the employee (the business owner). This can be tax deductible for the Corp.
• The funds are placed into strategies that are designed to “guarantee” against loss of principal (the loan amount), while allowing for upside returns based on the performance of certain equity indices. (fixed annuities & index universal life strategies) - (average gain is 6 to 8% per year)
• This is a commercial loan. NO personal guarantee needed. (Bank loan to Corp. is collateralized by the financial instrument only NOT any personal or business assets)
• No 5500s or filing requirements

Loan Re-payment: There are many different strategies to accomplish this; Call for details

FOR MORE DETAILED INFORMATION!

CALL: 858-945-0062
EMAIL: CCONTE@BRPG-INC.COM

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