Tax Think... What can you do to improve your business and employee tax advantages this year?

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Did you know that you can:

  • Receive more current tax deductions.
  • Eliminate taxes on earnings.
  • Transfer wealth to the next generation on a tax-free basis.
  • Acquire life insurance on a tax-deductible basis.
  • Protect assets from creditors.
  • Provide tax deductible educational benefits for employees' children.
  • Allow large tax-deductible contributions without the $30,000 limit.

Are you facing a large tax liability as a result of current legislation?

VEBAs are an excellent tax-saving trust.

If you could contribute more than the current maximum to your qualified retirement plan, would you do so?

Contributions to VEBAs are flexible and may vary from year to year.

Would you like to provide financial security for your family without concern for estate taxes?

Using VEBAs, wealth can be transferred to your children, income and estate tax free.

Would you like to have your life insurance premiums paid on a tax deductible basis?

You can! Using VEBAs as your businesses retirement vehicle.

Would you like to protect business resources from creditor lawsuits?

In a VEBA, assets are safe from creditors.

A Voluntary Employees Beneficiary Association (VEBA) is a tax-exempt trust authorized by section 501(c)(9) of the Internal Revenue Code which is set up to provide certain types of benefits for employees of the sponsoring employer. To learn more about the many advantages of VEBAs...

Preferred Securities Group, Inc.
5301 N. Federal Highway, Suite 150
Boca Raton, Florida 33487
1-800-909-9150
Tel. (561) 998-2170
Fax (561) 998-2177
Email:
info@preferredsecurities.com

Member N.A.S.D., S.I.P.C.
Florida