Stephen Arnold

About Stephen

Stephen Arnold is the Founder and CEO of Wealth Protection Advisory, a trusted pension planner and retirement planner with over 20 years of experience helping small business owners improve tax efficiency and build long-term retirement wealth. He is the creator of the Designer DB Plus® strategy and the author of Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy for Today's Small Business Owner, focused on advanced plan design using Cash Balance Defined Benefit plans, Profit Sharing/401(k), and 401(h) strategies.

Areas of expertise

• Cash Balance Defined Benefit Plans
• 412(e)(3) Fully Insured Defined Benefit Plans
• 401(h) Retiree Healthcare Accounts
• Profit Sharing and 401(k) Plan Design
• Pension and Actuarial Planning
• Tax Reduction Strategies for Small Business Owners
• Retirement Income Planning
• Roth Conversion Strategy
• Required Minimum Distributions
• IRMAA Planning
• Fiduciary Investment Advice
• Business Succession Planning

Books & publications

Profiles & references

• retirementactuarialservices.com/stephen-arnold
• retirementactuarialservices.co/about-us
• stephenarnoldbooks.com/about-the-author
• www.amazon.com/Game-Changing-Tax-Reduction-Retirement-Strategy/dp/1965360181
• www.worldofbooks.com/en-au/products/designer-db-plus-r-game-changing-tax-reduction-retirement-strategy-book-stephen-arnold-9781965360187