#hazeltinellc #pension #retirement

In part 3, we're joined by Rohit (Ro) Punyani of @ownersasset to talk about self-funded pension plans / cash balance plans, and the tremendous tax benefits that accompany them. We walk through a real example with numbers: $105,000 tax savings in year 1 is JUST the beginning.

To learn more, schedule time with us here:
https://www.calendly.com/tradfinance

Contact us:
[email protected]
678-201-1629
https://www.linkedin.com/company/hazeltine-llc

MONEY SAVING IDEAS
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Velocity Banking with a First Lien HELOC
Refinance your mortgage into a first lien HELOC, or buy a house with first lien HELOC to greatly optimize your paydown:
https://firstlienheloc.com/how-it-works/maximized-cashflow-strategy/
My referral link: https://flhambassador.com/loganhertz/

Costco Insurance Program
Switch your home / renters / auto insurance to Costco - I saved hundreds this way:
https://www.costco.com/auto-home-insurance-services.html

Health Sharing
Replace your health "insurance" plan with a health sharing plan and save a ton on healthcare – Crowd Health is what I use (my referral link):
https://app.joincrowdhealth.com/r/MZEZNO

Bank/Credit Card Sign-up Bonuses
www.doctorofcredit.com
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Timestamps:
0:00 Introduction
2:05 Pension gives CERTAINTY and peace of mind
4:15 INCOME not net worth
5:35 Example with numbers
7:40 Contrast with pension tax savings
9:55 105K tax savings is just the beginning
13:20 Psychological benefits
14:35 FICA impact
19:50 More FICA discussion
21:55 Second example with numbers
23:30 QBI is a game changer
29:40 Distribution planning

#wholelifeinsurance #annuities #cashbalanceplan