An IUL base increase could be your smartest move this year. It’s a powerful way to grow wealth, lower taxes, and protect your future—all without market risk.

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How an IUL Base Increase Can Grow Your Wealth Tax-Free in 2025
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How to Sell Your Business Tax-Free with an ESOP (2025 Guide)
Thinking of selling your business? An ESOP lets you cash out, reward your team, and avoid capital gains taxes. Learn how this smart exit plan works in 2025.
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How Business Owners Can Use a Defined Benefit Plan to Slash Taxes and Build Wealth in 2025
Looking for a smart way to cut taxes and grow your retirement savings fast? A defined benefit plan might be the solution. This powerful retirement tool allows business owners to contribute far more than a 401(k)—often over $100,000 per year—while claiming big tax deductions. It’s one of the best-kept secrets for high earners and self-employed professionals who want to secure their financial future.
In this article, we break down how defined benefit plans work, who they’re best for, and how they can help you slash your tax bill in 2025. Whether you’re a solo entrepreneur or own a growing company, this strategy can supercharge your savings and give you peace of mind for retirement.
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How a CPA Can Help You Save Over $100K a Year With a Cash Balance Plan in 2025
Are you a high-earning business owner looking for a smarter way to save on taxes and build your retirement fast? A Cash Balance Plan could be the solution. This powerful retirement strategy lets you contribute far more than a 401(k)—sometimes up to $300,000 a year—while lowering your taxable income and keeping more of your money.
But to get the most out of it, you’ll need the help of a CPA. With the right guidance, you can structure your plan correctly, stay IRS-compliant, and maximize every tax-saving opportunity in 2025. In this post, we’ll show you exactly how a Cash Balance Plan works—and how much you can save with a CPA by your side.
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