Restricted Property Trusts
Asset Appreciation, Tax Mitigation, Flexible Participation
Successful business owners use Restricted Property Trusts to fund deferred compensation and business continuation plans.
An RPT is an employer-sponsored plan that provides business continuity, long-term cash accumulation and income distribution through a life insurance policy. This attractive alternative to a deferred compensation plan helps business owners grow assets and mitigate taxes.
Pre-Tax Contributions | Tax-Deferred Growth | Tax-Advantaged Distributions
Complete the Assessment
This 6-question assessment will help you determine if you meet the requirements to participate in a Restricted Property Trust.
How it Works
This one-sheet describes how Restricted Property Trusts work in five simple steps, lists ideal candidates for an RPT and includes eight benefits of these plans.
Concept Overview
This concept overview and sample illustration shows how a business owner can use an RPT to fund retirement with $100,000 tax deductible contributions every year for 10 years.