SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS


COMPARING BENEFITS AND COSTS:
THE PENSION TRANSFER TRUST ELIMINATES EARLY DISTRIBUTION PENALTIES AND TAXES

Taking Early Distribution
Pension Transfer
Trust Plan
Amount in retirement fund:$100,000

Mandatory 20% withholding: $20,000

Amount in retirement fund:$100,000
Cash available to withdraw: $80,000 Cash available to withdraw: $100,000

Ordinary income taxes at 28%: $28,000

IRA Early distribution penalty at 10%:
$10,000

State income taxes at 3%: $3,000

TOTAL TAXES: $41,000

Combination of Professional Fees:
$3,450**

Net cash available:
$59,000

Net cash available:
$96,550

Percentage retained:
59%

Percent retained:
96.5%

ADDITIONAL CASH
$37,550

** As a co-sponsor of The Pension Transfer Trust Plan, you qualify for Federal tax credits under The Economic Growth & Tax Reconciliation Act of 2001. These bottom-line credits, combined with standard income tax deductions on our fee, can easily reduce your after-tax cost by $1,500 or more.

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Pension Transfer Advisors, LLC
Serving Clients Nationwide
800-782-3036

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Pension Transfer Advisors, LLC and its representatives do not give ERISA, tax, or legal advice. All presentations are provided for informational purposes only. Clients and other interested parties should consult with, and rely solely upon their own independent advisors, regarding their particular situation and concepts presented here.