2013-14 Tax Tips Business Owner Workshop

FINEX WEALTH MANAGEMENT PRESENTS

THE FWM COMBINED PLAN

“Double –up” A provision in the tax code allows the Plan Sponsor to set-up a new FWM Combined Plan and double up the allowable

contribution and corresponding tax deduction for the plan’s 1st

year.

“Tax Free Payout” A separate IRC tax provision allows the plan sponsor to establish or add a fully tax deductible plan benefit that will add up to 33% to their maximum plan contribution and recover these additional

funds at retirement tax free to reimburse the participant’s post-retirement medical expenses.

RSVP: REGISTER ON CONTACT PAGE @ http://www.finexwealth.com/

Wednesday, July 10th 4-5p.m.EST

**Go To Meeting Link Emailed with Registration