Our veteran team of Pension specialists, attorneys, and actuaries are specialists in Defined Benefit Cash Balance Plans, Split-Dollar Funded Plans, and more to help boost your retirement planning with greater flexibility and income tax deductions. All our plans receive a “Letter of Determination” from an IRS filing.
PensionQuote® has proprietary, tax-advantaged solutions for high income business owners looking for significant tax savings to prepare for retirement.
The tax advantages of qualified plans have generated renewed interest in customized retirement planning and our innovative techniques and designs lead the industry. That is why brokers, and financial advisors/consultants from many of the nation’s most prestigious insurance companies, brokerage firms, and Registered Investment Advisors (RIA) partner with us on these plans.
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Posts, links, and reposts are not endorsements or recommendations. PensionQuote, Inc. and its representatives do not provide tax, investment, insurance, accounting, or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code of otherwise). Any statements contained herein were not written nor intended to be used for purposes of avoiding U.S. federal, state and local tax penalties. Clients must consult their own independent advisor as to any tax, accounting, or legal statements made herein.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 95 Merrick Way Suite 400, Coral Gables,fl 33134,united States
- Phone
- 1-800-717-4723
- in****@****ote.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pensionquote.com
- Keywords
- Defined Benefit Pension Plans, Tax Planning, Wealth Retention, Cash Balance Pension Plans, Wealth Management, Actuarial and Administrative Support, Profit Sharing Plan, Defined Contribution Pension Plans, Split Funded Cash Balance Plans, Retirement Planning, Tax-Advantaged Pension Plans, Business Owner Transition Plans.
- HQ
- Coral Gables, FL
Pensionquote Inc. Questions
Pensionquote Inc.'s helpline number is 1-800-717-4723
Pensionquote Inc.'s website is pensionquote.com
Pensionquote Inc.'s LinkedIn profile is https://www.linkedin.com/company/pensionquote
Pensionquote Inc. has
6 employees.
View email and phone details for 6
employees at Pensionquote Inc..
Pensionquote Inc.'s industry is
Financial Services
Pensionquote Inc.'s top competitors are
Tivo,
Smart & Safe Florida,
Nielsen,
Florida Democratic Party,
Legal & General America,
Republican Party Of Florida.
Pensionquote Inc.'s support email address is info@pensionquote.com
Pensionquote Inc.'s categories are Financial Services
Pensionquote Inc.'s founding year is 1990
