Chris Becker

Background

About Chris Becker

I work with business owners to keep more of their hard‑earned money by using proven retirement and investment strategies designed to reduce current taxes and grow wealth including 401(k) optimization, Cash Balance Plans, and other tax‑efficient approaches. The reality is many successful owners who max out their 401(k) or SEP IRA often still pay more in taxes than necessary. Traditional plans have contribution limits that don’t increase in step with your income, which means you could be missing out on significant tax deductions. That’s where Cash Balance Plans can help. These IRS‑recognized plans often allow business owners to contribute and deduct an additional or even per year, depending on income, age, and plan design. They work alongside your existing 401(k), profit‑sharing, or other retirement structure to maximize both retirement savings and tax deferral. I strive to make these strategies simple to understand and easy to implement - no jargon, no hidden fees, no unnecessary complexity. Just a clear, straightforward way to reduce your current tax burden and build real retirement wealth. If your W‑2 income plus business net income totals or more annually, there’s a good chance you’re leaving money on the table. I can help you explore ways to keep more of what you earn while still rewarding your team without breaking the bank. I work closely with your CPA and other trusted advisors to ensure your plan is compliant, cost‑effective, and tailored to your goals. Ready to explore how you may be able to defer more in taxes, optimize your retirement plan, and grow your wealth? Let’s connect- Everhart Advisors does not provide legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of our clients' experience and do not indicate future performance or success. Everhart Advisors does not solicit investment advisory endorsements via wall comments or the ‘like’ function.