Combo-K

Highly sophisticated combination designs layering 401(k) Profit Sharing Plans with a Cash Balance Hybrid Defined Benefit plan to help owners significantly reduce their taxes while hyper-funding their retirement plans.

Highly sophisticated combination designs layering 401(k) Profit Sharing Plans with a Cash Balance Hybrid Defined Benefit plan to help owners significantly reduce their taxes while hyper-funding their retirement plans.

Over Time: Savings w/ Combo-K RAI adds up!

The unique RAI Combo-K hybrid retirement plan utilizes both a 401(k) Profit Sharing Plan and a properly designed Cash Balance Defined Benefit Plan to create optimal savings and maximum tax deductions.

By tying the plans together in an RAI Combo-K, the annual retirement plan contributions 
can be significantly greater than just a standalone 401(k) Profit Sharing Plan. For instance, a business owner can potentially save $100,000-$400,000 per year in tax-deferred retirement savings with an RAI Combo-K. These contributions can also create tax savings of up to $210,000 per year (assuming a 49.90% combined tax rate, and deferred taxes).

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Combo-K Advantages

Tax Shielding

Income Protection

Alternative Assets

Advanced Plan Design