Pension Planning

The appropriate pension plan has the potential to significantly reduce your current tax obligation, attract and retain valuable employees, accumulate retirement assets, and provide for a tax efficient distribution strategy for you and future generations.

Please, join us for a conversation to explore which pension plan strategy or combination thereof is right for your business.

 

 

*We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

 

 

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

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