Business Retirement Plans

Your business or place of work can help you retire!

Determining the right plan for your business or your place of work requires a thorough knowledge of tax advantages, disadvantages, and legislation. Whether you are a business owner, employee, or independent contractor, we can create a retirement strategy related to your business or your workplace that is designed to secure your financial future and that of your employees.

Request An Analysis For Which Plans Are Best For Your Business – SEP, Simple-IRA, 401(k) Profit Sharing

  • Employee Contribution Limits
  • Maximum contribution SEP-IRA and 401(k) Profit Sharing
  • Comparisons of 401(k) and Simple-IRA Salary Deferral Retirement Plans
  • SIMPLE – IRAs: Employee Salary Deferred Savings Plan
  • Small Business Retirement Plan – (SEP IRA) Business Profit Sharing

The devil is in the details:

  • Lifetime distributions
  • Age 72 Required Minimum Distribution - still working exception for (401)k
  • Managing your IRA and 401(k): more than just saving and investing for you and your heirs
  • How many IRA and 401(k) plans do you have? Having few accounts may be easier to manage.