Calculate Your Potential.
See How Much You Can Save.
Discover the power of a custom pension plan. Use our calculator below to estimate your tax savings and retirement growth, then see if you qualify.
Calculate Your Potential Savings
Adjust the sliders below to see how a custom pension plan can maximize your retirement contributions and reduce your tax liability.
Your Estimated Results
Annual Contribution
$0
Tax Savings (Est.)
$0
Ready to build your custom plan?
Get Your Free ProposalStep 1: Qualify
Select your corporation type to see specific qualification criteria and guidelines.
Sole Proprietorship Requirements
You receive compensation through the following:
Form Schedule C: Receiving 1099-NEC or report gross income on Line 1.
You have qualified “compensation” from your business activities. What qualifies as “compensation”?
Net Business Profit subject to Self-Employed Tax reported on Schedule SE, Line 2. Also Reported on Form Schedule C, “Line 31”.
You have $300,000 or more in “Net Business Profit/Ordinary Business Income/Taxable Income” and you need a corporate funded deduction.
Reported On Form 1040, Part II “Adjustments to Income” on Line 16 ”Self Employed SEP, SIMPLE, and Qualified Plans”.
Ready to Get Started?
Fill out the form below to receive your customized pension proposal.