Retirement & Savings Plans
Retirement/Savings Plans – Individuals & Business
Advise businesses and executives on establishing employer-sponsored retirement plans that encourage employees to prepare for post-working years.
These programs are funded by both employee & employer pre-tax contributions, provide tax-deferred accumulation in working years, and in some cases, tax-free benefits at retirement.
Individual Benefits
Individual Retirement Account (IRA)
Roth
Traditional
529 College Savings
Coverdell ESA
Business-Sponsored Benefits
401(k) – Roth/Traditional
Savings Incentive Match Plan for Employees (SIMPLE)
Simplified Employee Pension (SEP)
Profit-Sharing
Employee Stock Ownership Plan (ESOP)
TO LEARN MORE ABOUT RETIREMENT & SAVINGS PLANS, PLEASE CALL SWARTZBAUGH-FARBER & ASSOCIATES, INC. AT 402-397-5800
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Contact Information
Financial Plaza
Address: 9140 West Dodge Road Suite 418 Omaha, NE 68114
Phone: 402-397-5800
Fax: 402-397-5424
Business Hours:
- Mon - Fri
- -
- Sat - Sun
- Closed
Our Location
Disclaimer
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Swartzbaugh-Farber & Associates, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0C10869
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
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