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MODERN QUALIFIED PLANS
RETIREMENT TAX MINIMIZATION STRATEGY
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Cash Balance Design Request:
Business Owners Information
Business Owners Name
Date Of Birth
% Of Ownership
If taxed as a Sole Proprietor or Partnership, Self-Employment Income:
If taxed as corporation, what is the gross W-2 compensation?
If taxed as corporation, what is the amount of their share of company profit, dividend or distribution?
Ideally, how much would they, like to contribute annually to qualified plans?
Please let us know anything additional you feel would be helpful about your clients.
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