Oakwood Summit specializes in establishing cash balance plans and other defined benefit plan structures. These retirement vehicles are used by high-income business owners to maximize their retirement savings and for maximum tax deductions. These plans are structured to allow for higher contribution limits compared to traditional retirement accounts, making them particularly attractive to individuals seeking to accelerate retirement savings while minimizing current tax liabilities.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Seattle, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.oakwoodsummit.com
- Keywords
- pension consulting, executive benefits, business planning, tax reduction, retirement planning.
- HQ
- Seattle
Oakwood Summit Questions
Oakwood Summit's website is http://www.oakwoodsummit.com
Oakwood Summit's LinkedIn profile is https://www.linkedin.com/company/oakwood-summit
Oakwood Summit has
6 employees.
View email and phone details for 6
employees at Oakwood Summit.
Oakwood Summit's industry is
Financial Services
Oakwood Summit's categories are Financial Services
Oakwood Summit's founding year is 2020
