Basics

Statement:
We are Actuaries that create/administer Keogh defined benefit (db) pension plans (download IRS Publication 560) for the self-employed with no employees. Click here to see if you are eligible. Click here for costs.

Mission:
To help the self-employed quickly build up their retirement savings.

Our policy:

  • We provide reliable services at a fair price, creating value for you
  • We save our MEMBERS time and money
  • We provide personal attention and rapid response
  • Our reports and actuarial calculations are in compliance with professional standards

Benefits:
If you are self-employed and want big tax deductions for contributions to your personal pension plan while deferring tax on investment gains, you should click here for illustrations of projected cash flows.
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