Business And Personal
Financial And Retirement Consultants

Pickle Property Solutions

Wittman Business and Retirement Consultants

 

We would be happy to review your current situation and offer a few ideas on how to get the most out of your life insurance & retirement.

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Pickle Property Solutions

Wittman Personal Financial Consultants

We partner with the best insurance carriers to offer you a wide array of personal, home & auto insurance solutions.

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 Retirement
 Business Asset Protection
 Employee Protection and  Retention
(workers comp, health insurance, benefits)

 Business Succession Planning
We Specialize In Helping Businesses With 1 To 100 Employees

 Retirement
 Personal Asset Protection

 Education (College) Planning
  Longevity and Legacy Planning

Wittman Business And Retirement Consultants

 Retirement
 Business Asset Protection
 Employee Protection and  Retention
(workers comp, health insurance, benefits)
 Business Succession Planning
We Specialize In Helping Businesses With 1 To 100 Employees

Wittman Personal Financial Consultants

 Retirement
 Personal Asset Protection
 Education (College) Planning
  Longevity and Legacy Planning

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Business Owners…

Wouldn’t You Rather Keep The Money Than Give It To The IRS?

CASE STUDY # 1

Company Profile:

  • Company A – S-Corp
  • Contractor
  • Approximate Annual Revenues = $2.5M
  • Number of Employees = 4 (including owner)
  • Approximate Income tax bracket of owners = 37% (2019)

 

Problem:

  1. Owners of Company are paying large amount of taxes.
    ASSESSMENT DETERMINED THEY ARE PAYING TOO MUCH TAXES
  2. Company has been utilizing a SEP retirement plan, which the IRS limits the maximum of 25% of income up to a maximum of $56,000. Owners and employees must have the same percentage (i.e. if owners give themselves 25%, they must give employees 25%).  Owners are giving large amounts to employees to help reduce taxes (owners receiving 59%).  Approximate Current Tax Savings = $37,185.
    NOT ENOUGH ADVANTAGE TO OWNERS

Solution:

Using a little known strategy in qualified retirement planning.

Results

  1. Approximate new tax savings to $109,953 (additional $72,768 in tax savings)
  2. Advantage owners – owners receive 95% of the contribution.
Click Here For A Complimentary Business Consultation

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    (615) 567-6892

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    WITTMAN GROUP

    Phone: (615) 567 6892
    Fax: (615) 567 6902
    Email: pwittman@thewittmangroup.com

    LOCATION

    P.O. Box 682303
    Franklin, TN 37068

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    Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Some Investment Advisor Representatives of Redhawk may market their advisory services under the name of The Wittman Group, an unaffiliated and separate legal entity. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The Wittman Group's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.
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