A tactical guide to tax-free retirement plans for business owners, CEOs, and executives — written by Michael Cowart Sr. and Michael Cowart Jr., drawing on more than four decades of combined consulting experience.
Years combined consulting experience
Companies advised before writing the book
Generations of Cowart advisors as authors
Many times, no matter the size of the company, business owners, and CEOs are always searching for ways to favor themselves and their top people with special benefit plans. But when it comes to the traditional 401(k), business owners are discriminated against. Time and time again we have seen that having the right retirement plans helps recruit, reward, and retain top talent. But all too often our clients come to us extremely frustrated with the government-imposed restrictions associated with qualified retirement plans like 401k plans.
Our hope is that you will be inspired to look for better personalized plans for your top executives. We have these plans up and running and ready to share with you. With these plans sometimes being the lynchpin to keeping your top talent, it’s reassuring to know you can give them the best.
Why high earners often hit a ceiling — and what they’re leaving on the table.
Nonqualified deferred compensation: how it works and who it’s actually for.
Selective benefit plans that reward, recruit, and retain key executives.
How to fund nonqualified plans efficiently and protect the balance sheet.
A practical roadmap to roll out a plan your CFO and HR team can actually run.
Putting it all together: a tax-aware strategy that keeps your top talent in place.