Turn This Year’s Six-Figure Tax Bill Into Your Next Million-Dollar Asset
Download the quick-read report and 12-minute strategy video that show how one business owner erased $92,000 in tax, redirected the money into a Cash Balance Plan, and set himself up for $1 million of future wealth—before his extension deadline expired.
What You’ll Learn
The exact steps that turned a $249 k contribution into a $92 k tax cut—legally and retroactively.
Why Cash Balance limits dwarf a 401(k) and let high earners shelter $100 k–$300 k+ every year
Side-by-side tables: $1 M protected in a plan vs. $1 M lost to taxes and drag.
Side-by-side tables: $1 M protected in a plan vs. $1 M lost to taxes and drag.
A three-question checklist to see if you qualify while your 2024 extension window is still open.
Get Instant Access
Fill the form below to receive an 8-page PDF Report with step-by-step case study, do-nothing cost table, qualification quiz and 12-Minute Strategy Video – walkthrough of the plan, timelines, common pitfalls.
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The Hidden Problem
The more you earn, the more the tax code is engineered to reclaim.
Top brackets, surcharges, and future RMD penalties are designed to pull six figures out of high-income pockets year after year.
Most CPAs record the damage after it happens. They rarely reveal the larger, legal deduction that could have stopped it.
What’s a Cash Balance Plan?
Think of it as a pension you control. A Cash Balance Plan pairs a guaranteed crediting rate with contribution limits that can top $300 k annually—and the IRS lets you count this year’s deposit against last year’s income if you filed an extension.
Full details inside your download.
Case-Study Preview
$92K
Tax Erased
$1M
Protected
$144K
Projected Tax-Free Retirement
See the full breakdown on page 5 of the report.
About Miser Wealth Partners
Miser WP designs forward-looking tax strategies that most advisors never attempt.
We focus on the two areas where high earners are most exposed—income and capital gains—using tools like Cash Balance Plans, Specially designed Insurance Contracts, and §7702 structures to turn tax liabilities into lasting wealth.
Do I need a new CPA?
No. Your accountant continues filing; we supply the plan numbers.
Is this legal and audited?
Yes. Cash Balance Plans are IRS-qualified under §401(a) and filed on Form 5500 each year.
How fast can I act?
With basic data we draft and fund a plan in 4–6 weeks—well before most extension deadlines.
What if I have employees?
Plans can be designed to minimize required staff contributions while maximizing owner benefit.
Your 2024 Extension Window Closes Soon - Don’t Let the IRS Keep Your Cash
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Miser Wealth Partners, LLC offers financial products and services and is affiliated with Miser Asset Management, LLC, a registered investment adviser in the state of Tennessee providing asset management services. Miser Tax Advisory Services, LLC is a separate but affiliated entity offering tax planning and preparation services. All services are provided in accordance with applicable state and federal regulations.