Pension/ Retirement
Begin With the End in Mind
You only have one future, so it’s important to start planning for it now. When you partner with MAHAN, you get years of pension and retirement planning expertise from a team that is committed to you.
Your Plan, Your Future
We work with you to define your personal and professional goals and map the right path to reach them. You have the power to design your own future and to impact the world how and when you want.
At MAHAN, we don’t draft a boilerplate retirement plan and leave it untouched. We create a customized plan to optimize your contributions and maximize your deductions. We know when the timing is right to move from a simple 401(k) plan to a combined 401(k) and cash balance or defined benefit plan, when and what to contribute, and the best time to withdraw to avoid penalties. We make sure your plan covers the right amount of life and disability coverage so you’re protected from day one.
Experts, at Your Service
At MAHAN, we are your best advocates. When you partner with us, we don’t waste time, but dive right into the details. We work quickly to learn the challenges and opportunities of your business and align them with relevant and up-to-date tax policy, saving you time and money.
MAHAN experts work with you to design a tax strategy that supports the specifics of your business. We know what you need to remain compliant, what you can leverage to reduce your overall liability, when to file for optimal return, and every detail in between.
Want to learn how you can leverage your taxes to maximize your profitability? Call a MAHAN expert at 615.883.7800.
Retirement Planning
The right retirement plan sets you up for success with asset protection and wealth accumulation strategies that maximize your long-term savings and help secure a financially robust future.
Customized Pension Plan
We design customized defined benefit plans that support your tax, investment, and retirement goals.
Third Party Administration
As a Third Party Administrator (TPA), we manage your customized retirement and pension plans to relieve your administrative burden, reduce tax liability, maximize contributions, and ensure compliance.
Gift & Legacy Planning
Choosing the right balance of gift and legacy planning contributes to your overall tax strategy and can ensure you transfer your wealth effectively throughout your lifetime and beyond.
Start Your Future Now
MAHAN has the knowledge and experience to set you up for the future that you deserve. Learn about our pension and retirement planning services. Call 615.883.7800.
Experts, at Your Service
At MAHAN, we are your best advocates. When you partner with us, we don’t waste time, but dive right into the details. We work quickly to learn the challenges and opportunities of your business and align them with relevant and up-to-date tax policy, saving you time and money.
MAHAN experts work with you to design a tax strategy that supports the specifics of your business. We know what you need to remain compliant, what you can leverage to reduce your overall liability, when to file for optimal return, and every detail in between.
Want to learn how you can leverage your taxes to maximize your profitability? Call a MAHAN expert at 615.883.7800.