Modern Pensions: Tax Efficient Strategies for Business Owners

This presentation will explore advanced pension strategies that allow business owners to maximize tax efficiency while building long-term wealth. We’ll dive into how modern tax reduction strategies and retirement plans—such as Defined Benefit Plans, Cash Balance Plans, and Self-Directed IRAs—can be leveraged to reduce taxable income, enhance savings, and create a strategic exit plan. Attendees will gain insights into structuring pension plans for both personal and business advantages while ensuring compliance with IRS regulations.

Adam Bar is a serial entrepreneur, investor, and bestselling author, draws from a decade of successful leadership within a Fortune 100 company. He founded RTB Advisors and RTB Capital Group, where he empowers clients to achieve financial independence with unwavering clarity and confidence. His focus spans five critical domains: risk management, asset protection, wealth accumulation, passive income strategies, tax efficiency, and exit succession planning. At RTB, we emulate a virtual family office model, employing a team-based approach to traditional and advanced strategies, that delivers value and a top resource network. Adam is the author of the Amazon Bestselling book Unleash your Financial Powerhouse which Is focused on giving people power over money and help transform their knowledge and relationship with Money. Adam has won the title of Mr. Israel and Mr. Iron Gladiator California.