About The Author

Stephen Arnold

Stephen Arnold, a leading expert in retirement planning with over 20 years of experience, has revolutionized the industry with his innovative approach, culminating in creating Designer DB Plus® plan. This groundbreaking concept, detailed in his book *Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy: For Today’s Small Business Owner*, equips small business owners with the tools to maximize tax efficiency and accelerate retirement savings far beyond traditional methods like 401(k)s, SEPs, and IRAs. By integrating Cash Balance Defined Benefit plans with Profit Sharing/401(k) and 401(h) options, Stephens tailored strategies enable business owners to deduct and contribute hundreds of thousands of dollars annually, building multimillion-dollar retirement accounts in under ten years. His work is a game changer, empowering small business owners to secure their financial futures and confidently plan for a secure business exit.

Co-Author

Kathleen Arnold

Kathleen Arnold has been a dedicated professional in the financial services industry for over twenty years, bringing a broad spectrum of expertise to her work. She holds the Chartered Retirement Plans Specialist (CRPS) designation from the College of Financial Planning. This signifies her specialized knowledge in helping plan administrators design, implement, and manage company retirement plans.

Kathleen’s passion for advanced qualified plans and their immense value to business owners has been a driving force throughout her career. She is deeply committed to helping business owners reduce taxes and accelerate their retirement savings, using her expertise to craft tailored strategies that meet their specific needs.

Her dedication to her field is further reflected in her active involvement in various professional organizations. Kathleen has served on the board of directors for several esteemed groups, including the National Association of Insurance and Financial Advisors (NAIFA), the International Association of Working Mothers, the Women’s Money National Council, the Women of the Sterling Club, Women in Construction, the Henderson Chamber of Commerce, and the Association of General Contractors. Her leadership roles in these organizations demonstrate her commitment to advancing the interests of professionals in her industry and supporting the broader community.