Benefits

Unlock the full potential of your contingency fees with the Attorney feeSaver, a powerful strategy designed exclusively for personal injury attorneys.

Lifetime Tax
Savings

Shield your financial future from legislative risks & tax hikes

Amplified Income and Control

Reliable tax-free earnings and flexibility

Protection
& Legacy

Lifetime protection for your family & business

Tax Advantages

Not just another tax break

Attorney feeSaver™ is a powerful, comprehensive solution that can defer—and often completely eliminate—taxes on your fees and earnings for good.

Eradicating taxes during your peak earning years and retirement is crucial, ensuring that the IRS doesn't claim a large portion of your income.

Had an exceptional year or won a big case?

Without a plan like AFS, you could be hit with taxes at the highest rates, plus state, local, and Medicare taxes. That’s a painful 30% to 40%+ of your hard-earned money gone. Imagine what an extra 30-40% or more could do for your future! Switching from taxable to tax-free income isn't just smart—it's essential as your success grows.

Beyond just deferring taxes with traditional plans

Traditional plans like IRAs, 401(k)s, and SEPs only defer taxes and come with government-imposed restrictions on when and how you can access your funds. Plus, to keep these plans compliant, you’re often required to contribute for other employees. With AFS, you eliminate these restrictions and unlock game-changing tax treatment for your fees and future earnings.

Avoid the IRS retirement account "partnership" trap!

Like it or not, qualified retirement plans have a partner... and it's none other than the IRS!
If the government partner decides to raise taxes and limit deductions to increase revenue, they can—and they will. By securing a tax-free retirement through AFS, you keep control and avoid the financial pitfalls of growing legislative risk. Take action now to ensure you’re not part of their taxation plans for your retirement.

Retirement & Flexibility

Flexible now, later, and forever.

With Attorney feeSaver™, you can generate substantial, reliable tax-free earnings throughout your retirement.

Start your retirement early without penalty

Unlike traditional retirement plans, AFS lets you start receiving income early—completely free from government penalties or taxes.

Retire later on your terms with no forced distributions

If you decide to continue working past age 72, you won’t be forced into taking fully taxable Required Minimum Distributions (RMDs). AFS has none. This means you can delay your income start date without facing penalties or rising taxes, giving you complete control over your financial future.

Tax-free Distribution Flexibility

Attorney feeSaver offers unparalleled flexibility in how you access your retirement funds. Whether you want a steady stream of tax-free retirement income, occasional large tax-free withdrawals for major purchases or unexpected expenses, or a mix of everything, AFS adapts to your needs. This versatility ensures you can maintain financial stability while meeting your goals, on your terms.

Protection & Legacy

Build beyond your future

Attorney feeSaver™ offers more than just tax advantages; it delivers comprehensive protection for your family's future and your business's stability through its life insurance feature.

With substantial death benefits, you can secure your family's financial future, handle debt repayment, plan your estate, ensure income replacement, maintain business continuity, and contribute to your philanthropic goals.

Life insurance for attorneys and their firms

Balancing the demands of building a successful law firm with securing your personal and business protections is tough. Many successful attorneys lack adequate life insurance to safeguard their families and firms in case of an emergency.

Protecting your family’s future

The loss of a high earner can be financially devastating for a family. Without proper life insurance, maintaining their current lifestyle, funding education, and securing a comfortable retirement may become impossible. Life insurance death benefits act as a crucial safety net, keeping your family on solid financial ground.

Stay ahead of legislative risk with a tax-free retirement strategy

One thing we've learned is that Congress can always change the rules! Legislative risk is the risk that Congress may change tax law in the future, and those changes can either positively or negatively impact the amount of retirement funds you get to keep. AFS mitigates this risk as it is not considered a qualified plan in partnership with the IRS.

No ERISA Restrictions

Less regulation, more freedom

Attorney feeSaver™ provides a more flexible and less regulated way to save for retirement.

ERISA, or the Employee Retirement Income Security Act

ERISA was created to set minimum standards for most pension and health plans in private industry. While ERISA-compliant Qualified Plans offer some tax benefits, they come with significant limitations. Employers must make mandatory contributions, driving up costs, while participants face strict caps on how much they can save. When it’s time to access your funds, distributions are often heavily taxed as regular income.

Beyond ERISA age-based restrictions

ERISA also imposes age-based restrictions and penalties, stripping away the flexibility you need for a tailored retirement solution. With Attorney feeSaver, you break free from these constraints, giving you the freedom to build a retirement plan that truly fits your needs without the heavy hand of ERISA regulations.

Could Attorney feeSaver™ Be a Game Changer for You?

Complete our brief pre-qualification form to see if you qualify.

Attorney feeSaver™ is not appropriate for every attorney. But for those who qualify, it can be a game changer.

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