Impact Pensions | Winchester, VA


"Strategically deferring maximum tax dollars under the IRS code."

GLAD TO MEET YOU

About Us

We specialize in designing pension plans for business owners seeking to maximize their tax-deductions. We can help create a customized plan around your business' unique needs, and we can provide complete plan administration, including filing of IRS form 5500's. 

Contact us for a free proposal to see how a pension plan could help secure your future retirement, as well as create impactful tax-deductions for your business today!

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WE'D LIKE TO HELP

Pension Plans

PLAN DESIGN

Designing a pension plan is like working on a puzzle. We customize your Qualified plan to fit your business, and help to maximize your tax deductions.

BENEFITS OF FUNDING A PENSION PLAN

Impactful tax deductions today, building a stable retirement income for tomorrow

PLAN ADMINISTRATION

We offer full plan administration including annual e-filing of IRS form 5500

Impact Pensions | 5500-EZ| | Winchester, VA

TESTIMONIALS

What People Say

My CPA referred me to Impact Pensions last year. At that time, I was max funding my 401k, which was about $25k per year. A ten- year period would allow about $250k deposits. I was also sending significant amounts to the IRS. I am now funding my Cash Balance plan at approximately, $185k per year. Being about 5 years from retirement allows me to deposit around $925k into the plan. Instead of writing a big check to the IRS each year, I am deferring a significant amount into my own retirement plan. And who knew that you could purchase a significant life insurance policy with tax deferred premiums. My first tax return was a delight to have a $185k deduction as a starting point.

M.

Consulting firm, Northern VA

TESTIMONIALS

What People Say

I am so fortunate to have connected with the guys at Impact Pensions. I was still a few years from retirement; but it was getting harder to make much progress. I was writing much larger checks to the IRS than to my retirement plan. My CPA put me in touch with Impact Pensions and now I am funding my pension at a faster rate than I could have imagined.

T.C.

Architect, Scottsdale AZ

TESTIMONIALS

What People Say

In 2004 my tax preparer had me writing checks to IRS for over $300k after all my deductions. I was none too happy about this arrangement. Then I was referred to Impact Pensions and in only four years, I put away nearly $1M into my 412i (now 412e3) plan. In 2008 the real estate market crashed and I retired. The money that I put away in 4 years is a significant factor in my available cash at my disposal today.

Margaret L.

Real Estate Professional, Northern VA

TESTIMONIALS

What People Say

I recently retired from my dental practice due to Covid and health concerns. Over the years I actually had several plans with Impact Pensions. I sold my practice, started a new practice and also a new pension plan. I am very thankful that Impact Pensions helped me to have a retirement fund that will significantly help me in my retirement years.

Stephen J.

Retired DDS, Virginia Beach VA

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Contact Us

OUR ADDRESS

2654 Valley Ave Suite F, Winchester, VA

(540) 542-1113

proposals@impactpensions.com