Coleman-Pension.Com

 


CJ Coleman

Coleman-Pension.Com

One Penn Plaza

New York NY 10119

 

        RE: Retirement Plan and Trust      

           

Dear Mr. Coleman:

 

Thank you for the time that you spent with me recently.  As we discussed, your IRS “Pre-Approved” pension plan will reduce your income tax by at least fifteen to as much as thirty percent as follows:

 

Maximum income/contribution:  $285,296 tax 39.85% = $113,690   

Participant loans:  $100,000 tax 0%

Maximum distribution:  $185,296 tax 24.55%= $45,490    

 

Your net savings in tax would be $68,200 and you will have full access to your income/contribution.  After you have had the chance to review this information, feel free to call me to discuss how to proceed.

 

Sincerely,

                                                                                            

CJ Coleman  

(212) 629-8940

 

PS - Click here for sample pension valuation

 

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