Roger Soo - Estate and Pension Planning Strategies

CONNECT

Address:

675 Third Ave, Suite 900
New York , NY 10017

Phone:

646-898-3555 or 212 879-8989

Fax/Other:

646-898-3556

Advanced Retirement Planning Services

We understand the retirement planning challenges that physicians face.

 

Due to government regulations that discriminate against high income-earners, qualified retirement plans established by medical practices usually provide the greatest per capita retirement income benefits to non-physician participants. Essentially, this means that you could receive the least benefit from the very plan you elected for your practice.

 

Our team’s expertise includes the design and implementation of both qualified and non-qualified plans. We can show you planning solutions so that the highly compensated individuals in your practice can help overcome the limitations placed on them by retirement plan funding limits and potentially increase their retirement assets.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck