Turn Your Tax Bill into Retirement Savings
Small business owners are saving thousands in taxes every year with custom-designed retirement plans. Are you?
Calculate Your DeductionStop Tipping the IRS
Keep more of your hard-earned profits where they belong—in your pocket.
Massive Deductions
Advanced plan designs can allow for contributions far exceeding standard SEP or SIMPLE IRA limits.
Flexible Funding
We design plans that can adapt to your business's cash flow, giving you options in lean years.
Employee Retention
Offer competitive benefits to attract and retain top talent while still prioritizing owner contributions.
Tailored for Your Business
Analysis
We review your business entity, employee census, and income goals.
Strategy
We propose a plan design (e.g., 401(k) + Cash Balance) that maximizes your specific objectives.
Execution
We set up the plan documents, handle the IRS filings, and get you ready to fund.
Business Owner Results
"I was shocked at how much more I could save compared to my old SEP IRA. MyPensionTree handled everything."
"Finally, a tax strategy that makes sense. The tax savings paid for the plan fees ten times over."
"Professional, knowledgeable, and efficient. They took the stress out of retirement planning."
Common Questions
Deadlines vary, but many plans can be set up until your tax filing deadline (including extensions). Don't wait until the last minute!
We design 'cross-tested' plans that allow you to maximize contributions for owners/key employees while providing a legally required minimum to staff.
Fees depend on complexity, but we offer transparent pricing. The tax savings usually far outweigh the administrative costs.
See How Much You Can Save
Our free calculator will show you your potential tax savings in minutes.
Calculate NowStart Saving Today • Expert Support