Tax Strategies For High Earners Strategies That Move The Number.
Every plan starts with your tax bill. These are the tools that most often bring it down, explained without the jargon.
The Short AnswerTyler Ostrovsky works with five strategies for people earning $500,000 or more: cash balance plans for business owners, retirement tax planning, IUL and PPLI, premium finance, and advanced tax mitigation strategies. Each one addresses either the tax paid today or the tax waiting in retirement accounts, and every plan is coordinated with your CPA.
- 01
Cash Balance Plans
Six-figure pre-tax contributions on top of a 401(k).
- 02
Premium Finance
A lender funds the premiums. Your capital stays invested.
- 03
IUL & PPLI
Two kinds of cash value life insurance, compared on rules, costs and risks.
- 04
Advanced Tax Mitigation Strategies
For large gains and estates, planned before the sale.
- 05
Retirement Tax Planning
The second tax bill on your pre-tax savings, planned in advance.
Your Tee Time Is Open.
Thirty minutes with Tyler. You leave with a clear read on your tax exposure and which strategies fit your situation.
- 30 minutes on Zoom
- No preparation needed
- Bring your CPA or spouse if you like