TAX SAVINGS AND FEES

COMPARING BENEFITS AND COSTS

THE PENSION TRANSFER TRUST ELIMINATES EARLY DISTRIBUTION PENALTIES AND TAXES

** As a co-sponsor of The Pension Transfer Trust Plan, you may 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