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Combined Strategy
Combining the MSO, Cash Balance Plan, and RTMS into a unified strategy allows business owners to achieve the lowest effective tax rate, protect personal and business assets, and reinvest tax savings for growth.
Key Benefits
Aligning these strategies reduces federal tax liabilities and maximizes after-tax wealth.
Safeguards business and personal wealth through structured legal protections.
Frees up liquid capital for business growth, acquisitions, or personal wealth-building.
Streamlines succession planning and key-person transitions using insurance and structured payouts.
Ensures that retirement, tax, and estate planning goals are aligned for maximum efficiency.
We help privately held companies reduce their federal income taxes annually, returning cash to grow and protect their business and family wealth.
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Guardian Tax Consultants does not provide tax, legal, or accounting advice. Learn more at www.guardiantaxconsultants.com
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