Advanced Retirement Planning

WealthPRIME Advanced Retirement Planning

With over 30 years of experience as a third party administrator of retirement plans, WealthPRIME offers access to unique tax mitigation strategies, usually reserved for the Top 1% of income earners.

WealthPRIME works with business owners to mitigate their tax liability and build wealth. Most business owners are limited to maxing out their 401(k), which is around $20,000 per year. WealthPRIME provides clients unique retirement plan options such as:

  • WealthPRIME ComboK- A defined benefit plan that allows up to $200,000 per year in contributions, which can save a client up to $100,000 a year in taxes. Watch the video.
  • RothPLUS- Utilizes various insurance and other instruments to create significant tax free distributions in retirement. See an Example.