Our primary focus is on consulting with financially successful attorneys, lobbyists, and similar professional profiles who are interested in strategies that protect their income and assets from creditors, predators, pretenders, and confiscators.
Many financially successful attorneys turn to Cash Balance Pension Plans, even with their inherent employee funding and administrative costs, to accumulate sufficient capital on a tax-advantaged basis to help fund a worry-free lifestyle in retirement.
Little do they realize that provisions in the 2017 Tax Cuts and Jobs Act and the 2020 SECURE Act could make these plans the epitome of tax inefficiency. In many situations, the annual tax savings realized from deductible plan contributions will be negated by higher lifetime tax liabilities on their cumulative retirement distributions. This impact may be exacerbated by the income and estate taxes owed by heirs after their death.
What if there was a Cash Balance Plan alternative without contribution limits, Roth IRA attributes enabling tax-free retirement income and pre-retirement liquidity, no required employee contributions and no TPA administrative costs?
Visit our website to learn about the Attorney Life Income Plan.
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP) member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Advanced Strategies Group, LLC are not affiliated.
https://www.finra.org/#/
https://www.sipc.org/
Company Details
- Employees
- 6
- Founded
- -
- Address
- 7540 Sawmill Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mystrategyteam.com
- Keywords
- Holistic Wealth Management, Corporate Asset Management, Fee Based Financial Planning, Key Employee/Executive Benefit Consultants, Financial Wellness Coach, Financial Independence Coach, Fee Based Financial Planning Platforms, Qualified Plan Fiduciary Advisors, Nonqualified Deferred Compensation Plans, Financial Advisor.
- HQ
- Powell, Ohio
Advanced Strategies Group, Llc Questions
Advanced Strategies Group, Llc's website is http://www.mystrategyteam.com
Advanced Strategies Group, Llc's LinkedIn profile is https://www.linkedin.com/company/advanced-strategies-group
Advanced Strategies Group, Llc has
6 employees.
View email and phone details for 6
employees at Advanced Strategies Group, Llc.
Advanced Strategies Group, Llc's industry is
Financial Services
Advanced Strategies Group, Llc's top competitors are
Dragon Financial Services,
Southstate Investment Services,
Noble Crust,
Advanced Strategies, Inc.,
Mobile Tax Pros,
Emerald Asset Management, Inc.,
The Bedminster Group,
M&a Wealth,
Verity Investment Partners,
Groswald Law, Llc.
Advanced Strategies Group, Llc's categories are Financial Services
Advanced Strategies Group, Llc's founding year is 2017
