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The Lober Group LLC

tax planning solutions

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Jerome J Lober Jr.


Our M.R.I. machine is made up of a professional group of highly trained Tax & ERISA Attorneys, Certified Financial Planners and Third Party Administrators, that can offer a legal way of accessing your money from a qualified retirement plan and reposition to a tax-free growth position. 

We use a combination of tax codes that when combined with a 401-k, can provide significantly greater tax-deferred contributions than a standard 401-k plan.  We are more than happy to work with your current CPA or Advisor.

When you let us go to work for you, we will minimize the taxes of your retirement plan; leaving greater assets for wealth transfer, philanthropy and income.