Healthcare and Retirement Planning


Save on medical and fund your retirement!

Video clip coming soon!

  • PL and RETA Promo Image

  • How can my business fund Medical & Retirement?

    Healthcare costs are rising, especially out-of-pocket expenses.  Converting non-deductible, personal medical expenses into deductible, business expenses is a winning strategy.

    Myth:  Only big businesses can sponsor medical and retirement plans.

    Retiring is achievable – especially with a little help from a company sponsored retirement plan.   

    1. Reduce your tax bill through company paid healthcare plan.
    2. Retirement plan options and tax implications of each
    3. Open Q&A – Ask anything from this veteran auditor of 25+ years

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