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Front Loaded Retirement Program
One of the programs that Main Street Chamber can offer is one of the top Leveraged Planning programs in the country. Here at Main Street Chamber we work with many businesses to facilitate individualized, personalized and proprietary retirement programs. One of the more powerful approaches we use is a front loaded retirement program created by IBSP LLC. While there are many nuances to the methodologies behind the working parts of this structure, the IRP is simply a tool through which a business owner may have the ability to drastically advance their wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner. This methodology, when applicable, gives business owners the opportunity to take a tax deduction relative to their participation, grow their wealth tax deferred and take distributions out of this retirement planning medium tax free. Additionally, it jump starts their retirement by advancing massive amounts of capital in their program for them, with the goal of making gains from said contributions.
There exist two additional iterations of this platform to accomplish additional goals.
  • Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results.
  • Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence.
Carlton Consulting
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Main Street Chamber, Tri-County
3202 Atchison Street
Riverbank, CA 95367
Phone: 209.502.0429
Fax: 866.547.4835
Email: jerry@mainstreetchamber.org