Retirement Planning for a New Era
With major changes over the last few years in pension and retirement plan laws, and with the extreme market instability the last five years the ways that small business owners and those planning for retirement have changed.
For the Small Business Owner Plans That Favor the Owner/Employer
- New 401(k) Safe Harbor Plans
- New Compatability Profit Sharing Plans
- New 412(e)(3) High Deduction, Owner Favored Defined Benefit Plans
- Simple 401(k) Plans
- SEP IRA
- Simple IRA
- Traditional 401(k) Plans
- Traditional Profit Sharing Plans
The plan that will work best for your firm will be the one that meets your firms overall objectives for both you and your employees. Not all plans will serve both equally. Our role is to help you determine which best your employees, as well as the one that maximizes the benefits to you, and or your key people.
For Those Retiring Soon or Who Have Recently Retired
Are Your IRAs and Retirement Funds at Risk?
Will You Be Able to Survive Yet Another Market Correction?
Do You Worry About the Safety of Your Accounts?
Are You Tired of the Roller Coaster Ride that Your Retirement Programs Have Taken You On?
The Wall Street Model May Be Broken!
Seventy percent of all Americans identify themselves as Conservative Investors, yet they have almost ninety percent of their retirement assets in the markets and at risk! Why? Because that is where 'The Wall Street Model', and where their trained advisors have told them to put them; that the 'markets' are their only option.
That is simply not true... There are options other than the Wall Street Model, and these options have provided our clients with growth and safety for some time. This is the ABCs of Conservative Investing. And that is what we can do for you.
Having a good retirement plan doesn't need to be difficult. See just how easy it is to plan your retirement. Get started with a free ABC profile.
