Impact Pensions

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

QUICK INFO

Frequently Asked Questions

Call (540) 542-1113, email [email protected], use the Contact Us form on this site, or complete the Proposal Request Form.

Designs customized pension plans for business owners seeking to maximize tax deductions, and provides plan administration including filing of IRS Form 5500s.

Traditional Defined Benefit, 412 Fully Insured Defined Benefit, Profit Sharing, 401(k) Profit Sharing, Safe Harbor 401(k) Profit Sharing, and Cash Balance.

Yes. Contact Impact Pensions for a free proposal.

OUR ADDRESS

2654 Valley Ave Suite F, Winchester, VA

(540) 542-1113

[email protected]