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 us at 402-397-5800