Speak with us today to discuss which option may be the best fit for you and your company
401(k) PLANS
Companies of almost any size looking to take advantage of tax benefits while saving for retirement and the ability to attract and retain employees with the terms you set in the 401(k) plan.
Advisors are available to help guide business owners to best option for them and their business – we have a fiduciary responsibility to do what is in your best interest.
Maximize retirement contributions
Minimize tax exposure
Pre-tax and/or Roth contribution options are available
Planning toward business owners’ and participants’ retirement goals
Encourages staff participation in planning for their retirement
Plan benefits add the ability to attract and retain talented employees
Makes the process easily understandable
i401(k)
Independent Contractors and business owners with no employees can create their own 401(k) to maximize tax benefits and retirement contributions.
Can maximize total contribution to full 401(k) limit ($61,000 in 2021 - $67,500 with catch-up contribution)
No age or income restrictions
SIMPLE IRA
Companies with less than 100 employees that may not want all the benefits of a 401(k) plan, but allows for employee contributions and employer matching contributions