Custom Tax Strategies for High-Income Earners & Business Owners
Modern Qualified Plan™ for business owners earning $500K+, contributing $100K+ tax-deductible, and building tax-free retirement + legacy.
If you’re making real money, you shouldn't still be paying retail taxes.
I partner with McHenry Advisors, the industry leader in Modern Qualified Plan™ design, to help high-income and high–net worth clients legally reduce taxes, build tax-free retirement assets, and protect generational wealth like the ultra-wealthy do.
Because once you hit a certain income level, traditional retirement plans stop working — and tax planning becomes wealth defense.
You don’t need another CPA who files your taxes.
You need a tax strategist who eliminates them.
You need a tax strategist who eliminates them.
.
✅ What Makes This Different
This isn’t a 401(k).
This isn’t a Roth.
This isn’t another “max out your IRA” speech.
This isn’t a Roth.
This isn’t another “max out your IRA” speech.
This is custom-engineered tax strategy, built for people earning $500K+ per year who are tired of watching 40% of their income disappear to the IRS.
🧠 Powered by McHenry Advisors — 27 Years, Zero Guesswork
I bring you direct access to:
✔ Advanced Tax Strategy Specialists
✔ Enrolled Actuaries
✔ Retirement Architects
✔ Cash Balance + Modern Qualified Plan Designers
✔ Enrolled Actuaries
✔ Retirement Architects
✔ Cash Balance + Modern Qualified Plan Designers
These are the people the wealthy use to make sure wealth stays in the family — not in federal tax code.
Who This Is For
📌 Business owners earning $500,000+ annually
📌 Individuals wanting to contribute $100K+ per year tax-deductible
📌 High-net worth earners with $1M+ in retirement assets
📌 Clients who want tax-free retirement + tax-free legacy
📌 Anyone who refuses to donate half their success to the IRS
📌 Individuals wanting to contribute $100K+ per year tax-deductible
📌 High-net worth earners with $1M+ in retirement assets
📌 Clients who want tax-free retirement + tax-free legacy
📌 Anyone who refuses to donate half their success to the IRS
If you're still letting taxes dictate your lifestyle, you're playing the wrong game.
The Modern Qualified Plan™
The plan designed for high-income earners who have outgrown the 401(k) ceiling.
What it does:
✅ Reduces current taxable income
✅ Reduces future retirement taxes
✅ Reduces estate taxes on wealth transfer
✅ Creates tax-free retirement income
✅ Moves assets out of IRS jurisdiction the way the wealthy do
✅ Reduces future retirement taxes
✅ Reduces estate taxes on wealth transfer
✅ Creates tax-free retirement income
✅ Moves assets out of IRS jurisdiction the way the wealthy do
You don’t need more deductions.
You need a different system.
You need a different system.
Retirement Tax Minimization Strategy™
If you have over $1,000,000 in IRA or retirement assets, this strategy restructures your wealth so:
✔ Retirement income becomes tax-free
✔ Your estate passes on tax-free
✔ Your qualified plan balance is shielded from future tax hikes
✔ Wealth transfers bypass probate, tax drag, and government erosion
✔ Your estate passes on tax-free
✔ Your qualified plan balance is shielded from future tax hikes
✔ Wealth transfers bypass probate, tax drag, and government erosion
This is not tax evasion.
This is tax intelligence.
This is tax intelligence.
Results We Target
🔹 Reduce retirement income tax
🔹 Reduce estate tax
🔹 Increase tax-free retirement dollars
🔹 Maximize tax-free inheritance
🔹 Reduce estate tax
🔹 Increase tax-free retirement dollars
🔹 Maximize tax-free inheritance
If you’re already wealthy, the only question is:
Do you want to retire taxed… or retire free?
Do you want to retire taxed… or retire free?
Next Step
You don’t need a webinar. You need a direct conversation
I help high-income business owners legally reduce taxes by six figures or more using Modern Qualified Plans™ powered by McHenry Advisors.
If you're earning over $500K and still paying full tax, that’s not compliance — that’s overpayment.
If you're earning over $500K and still paying full tax, that’s not compliance — that’s overpayment.
Connect with Portia BOLDHer SHE-EO
All Professional Media Credit to Tosha Ishmon (Ishmon Productions)