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In their mid-fifties John and Sandra enjoy running a very successful privately held business. Although they contribute $80,000 to a profit sharing plan annually, they need to reduce taxes and save more for their rapidly approaching retirement. They were concerned about taxes and worried that they wouldn’t have the quality of life they deserved upon their retirement. ADVICE RECEIVED FROM ADVISER John and Sandra were told they couldn’t increase contributions to their profit sharing plan. REYES CONSULTING SOLUTION Reyes Consulting allows John and Sandra to make a combined $500,000 pension contribution each year for the next 5 years. This decreased their income tax liability, saving the couple $1 million dollars over five years. Reyes Consulting increased the couple’s retirement savings from $400,000 to $2,500,000 over the same time period, thus significantly maximizing cash flow and assuring lifestyle.
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