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The Modern Qualified Plan can both Reduce Current Income Tax and Maximize After-Tax Retirement Income.  


Our innovative Minimum Tax Strategy can be used to efficiently reposition assets that are subject to ongoing taxation into tax-free assets.

Minimum Tax Strategy Benefits

  • Reduces Taxes During Retirement

  • Increases After Tax Retirement Income

  • Reduces or Eliminates Lifetime Required Minimum Distributions

  • Converts Taxable Assets Into Tax Free Assets