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Professional Consulting and Plan Design for Optimum Results
Plan Design Expertise
By utilizing advantageous contribution funding formulas and multiple plan strategies, MBM Advisors can often increase physician pre-tax contribution levels to two and three times their current limits. As a result, MBM is able to implement retirement plans for our medical practice clients that allow pre-tax plan contributions to be spread more evenly across the entire workforce, allowing medical professionals to more closely match their contributions as
a percentage of actual earned income to those of their staff.
Multiple Plan Designs
By putting recent beneficial changes in the tax code to work, MBM is often able to successfully establish a combination of retirement plans for the benefit of our medical practice clients. Using sophisticated plan design
strategies, we are able to provide our clients with substantially higher funding limits and increased flexibility in comparison to the more simplified
retirement plans commonly used by other medical practices. MBM's
advantageous design strategies allow medical professionals to:
- Contribute amounts in excess of the $40,000 limit for profit sharing plans
- Contribute the entire amount on a pre-tax basis
- Defer taxes on the plan's investment earnings until
withdrawn at retirement
- Borrow on an as-needed basis a portion of the amounts
contributed to the plan
- Make a much greater annual pre-tax contribution towards their retirement
Comprehensive Service Platform
MBM provides specialized consulting expertise or complete turnkey services, depending on the needs of your medical practice. If your needs are more comprehensive, MBM can provide your medical practice with complete
retirement outsourcing.
To learn more about MBM Advisors' pension and investment services,
contact us today at 1-800-969-6264
Investment Advisory Services Offered through MBM Advisors, Inc.
Securities Offered Through MBM Securities, Inc. Member FINRA-SIPC
© 2008 MBM ADVISORS INC. - All rights reserved.
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