ADVANCED TAX PLANNING

Expertise you won't find on Main Street

JEFFREY R. MASON, Managing Director (internal case design) 

REDWOOD Retirement Specialists

Jeff drives all business development activities for the REDWOOD Retirement Platform, working directly with REDWOOD Tax Specialists - Financial Advisors, CPA’s, Accountants, Insurance Agents, and the small business owners and management teams we serve, saving them hundreds of thousands in taxes annually.

With 20 years of operational experience in retirement plans with a large national accounting firm, several smaller firms, and then the firms he has run over the past decade, Jeff brings a wealth of value in deriving solutions for small business owners. As a licensed Life Insurance Agent, Jeff is able to incorporate tax advantaged life policies as a key component of the plan design solution. 


Working directly with REDWOOD Tax Specialists, he leads through crafting an optimal plan design solution that works for the strategic tax plan and financial planning expertise they bring to their clients.

His ability to consider the numerous variables involved in each unique situation, stem from his U.S. Navy service, Computer Science education, Microsoft Certified Systems Engineer certification, ASPPA and IRS ERPA programs, and roles in retirement services operations on numerous complex platforms for clients of all size in scale. 

Jeff empowers all REDWOOD Tax Specialists by delivering our Cash Balance Plan expertise in a way that fuels the tax plan designs they deliver, with results for business owners you won’t find on Main Street.


REDWOOD Retirement Specialists collaborate heavily with our Actuarial team to look at strategies and tactics that can be used for more cutting edge plan designs, that we and our REDWOOD Tax Specialists find are superior to Main Street firms. Our expertise is constantly enabling Jeff to custom fit very high end solutions for each particular business owner or ownership group. The premium solutions we craft cannot be beat.

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