SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS

How much taxes can I save ?

ESTIMATED TAX SAVINGS
PENSION TRANSFER TRUST PLAN

To find out how much income taxes and early distribution penalties you can save with the adoption of a Pension Transfer Trust, please complete the form below. 

Please note that we keep ALL information we receive from you strictly confidential and will never share or sell that information.

First Name:
Last Name:
Email:
Phone: (optional)
State You Live In
Your Age Under 59-1/2   Over 59-1/2
Estimated Tax Bracket %
Type of Plan:  
401(k)  403(b)    457(govt)   Profit Sharing
IRA Type:  
Rollover  SEP  Simple  Roth
Other Plans:  
Annuity  Defined Benefit  Keogh
Money Purchase  Target Benefit
Previous Employer Rollover
Existing Employer
Leaving Current Employment
Estimated Account Balance: $
Any Outstanding Loan: $
                   

We will send you your potential tax savings within 2 business days.  Thank you for your interest.

 

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

Copyright ©2005 - 2015  Pension Transfer Advisors, LLC.  All Rights Reserved

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.