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Roberts, Lawson & Associates

Restricted Property Trust

The Restricted Property Trust (RPT) is a vehicle for successful business owners (C-Corp, S-Corp, LLC, Professional Corporation, or partnership) to mitigate income taxes, satisfy life insurance needs, and generate retirement income.  Fully Tax-deductible contributions are made by the business to an RPT.  Only a portion is considered current taxable income to the participant. If selective tax deductions for key people are something you are interested in, contact us for more details.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck