Self-Directed Defined Benefit Pension Plans

Take Charge of Your Company’s Pension Assets!

In the real estate investor community, Self-directed IRA plans are a widely known way that investors can take charge of their retirement savings and put it work in financial alternatives and real estate. Pop culture brainwashes us into believing that we need to put our retirement savings into “Wall Street” IRA plans and 401(k) plans. It doesn’t have to be that way. With a Self-directed IRA, the investor directs the IRA custodian to make investments on their behalf. The IRA is on title as the owner of the property investment.

More sophisticated investors have taken the model one step further. They are running their investment businesses as businesses and have set up Self-directed 401(k) plans. The primary benefit of a self-directed 401(k) plan is that the maximum allowable deduction is much higher than for an Individual Retirement Account (IRA).

But there’s an even better way. Savvy business owners of small, closely-held businesses know that an old-fashioned Defined Benefit Pension Plan is the best way to maximize the amount of tax-deferred contribution to their own retirement savings. A pension plan allows for far greater contribution limits than either IRA or 401(k) plans.

But the key question everyone has is, “Can I have a self-directed Defined Benefit Pension Plan?”


You don’t HAVE to place your plan assets with traditional Wall Street Institutions. You need to work with a plan administrator that realizes Wall Street isn’t the only option AND has the actuarial experience to deal with financial alternatives and real estate.

If you are making a lot of money, a Defined Benefit Pension Plan is the most effective way for you to simultaneously put money away for retirement AND reduce your taxable income.

Download and read this FREE REPORT to learn more and see if a Self-Directed Defined Benefit Pension is right for you.

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Click the link to speak with a a Retirement Plan expert that can show you how you can (1) take control of your retirement savings, and (2) maximize the amount you can contribute on a tax-advantaged basis.

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