Owner Benefit Plan
Maximize Your Wealth
Unlock significant tax savings and accelerate your retirement with a plan designed for business owners.
Personalized Plan Questionnaire
Business Type
What type of business do you own?
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 ProposalKey performance stats
- $214,083 Saved
- annually in taxes on average by our clients.
- 25+ Years Experience
- in retirement planning
- Trusted by 1,000+
- small business owners
Why Smart Business Owners Choose Owner Benefit Plans from My Pension Tree?
IRS-approved retirement plans designed specifically for high-earning entrepreneurs and business owners.
Fully Customized Plans
Custom-designed Owner Benefit Plans tailored to your specific business situation - not cookie-cutter solutions.
Zero Administrative Burden
We handle all actuarial design, compliance, and paperwork - you focus on your business.
Proven Results
Average client saves $214,083 annually in taxes with our strategies.
Designed for High-Earners
Owner Benefit Plans maximize deductions and accelerate retirement. My Pension Tree handles paperwork and compliance, allowing 3x greater contributions than SEP IRAs or 401Ks. We manage everything; age and income determine your potential.
How to start saving on taxes with My Pension Tree
- Step 1
Quick Assessment
Complete our brief questionnaire about your business, income, and goals. Takes just 2 minutes to get started.
- Step 2
Custom Plan Design
Our experts create your personalized Owner Benefit Plan using professional actuarial design tailored to your specific situation.
- Step 3
Implement and Fund Plan
Sit back and focus on your business. We manage all compliance, paperwork, and administration while you contribute $100K-$200K+ annually.
Six-Figure Tax Savings in Action
Join successful business owners already saving thousands with Owner Benefit Plans.
“My income was unpredictable and I was paying way too much in taxes. My Pension Tree set up a customized Owner Benefit Plan that lets me contribute $203,000 annually and save over $101,000 in taxes. They handle everything - I never realized how easy it could be.”
Dr. Emily S.
Orthopedic Surgeon Saves $101,850 Annually in Taxes
“I was paying way too much in taxes. My Pension Tree restructured my business and set up a customized Owner Benefit Plan. Now I contribute $376,700 to retirement and save $169,515 in federal and state taxes every year. Nobody ever told me I could contribute this much to a retirement plan that would help me save so much on taxes.”
Marcus J.
Consulting Firm CEO Saves $169,515 Annually in Taxes
Don't Leave Money Behind.
Every day you wait could be costing you thousands. Smart business owners don't guess their tax strategy – they strategize it. You spend countless hours generating business profit; spend 2 minutes to get your plan design with MPT to learn how to keep it!
“The biggest mistakes ... actually don’t show up, they’re the mistakes of omission not commission... the things I knew enough to do, but I didn't do… or I did it on a small scale… when I should have been writing checks…” - Warren Buffett