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Most employees already know
the benefits to a 401(k), which gives employees a retirement fund
and a fund for emergencies. Small and medium-sized businesses rarely
have the time or staff to create and administer such plans, We make
sure the work is done for you. Click here to
ask an agent about setting up a 401(k) Plan
412(I) Small Business Owner or Professional
- Think you’ll never be able
to retire? Not so, thanks to the 412(I) Plan. The
IRS has provided for you, if you are a small business
owner or professional with few or no employees and
are within five to ten years of retirement. We have
a plan that will work for you and provide for your
retirement. Click here to
ask an agent about Short-Term Retirement Planning.
Safe Harbor Plan
- A Safe Harbor Plan gives you and
your employees a specialized 401(k) with more benefits
than a regular 401(k). With a Safe Harbor Plan you
can deduct your contributions as a business expense,
yet it is funded mostly from dollars paid as salary.
Click here to ask an agent
about a Safe Harbor Plan.
IRAS
- IRAS as well as other retirement
planning take expertise and experience. Relax. We’ve
got you covered. Click here
to ask an agent about Retirement Planning.
Deferred Compensation Plans
- Deferred compensation defers taxes
by paying a portion of an employee's income after
the income is actually earned. Choose from pensions,
retirement plans, and stock options. Click
here to ask an agent about Deferred Compensation
Plans.
Life Insurance
- Should you choose a life insurance
plan that accumulates cash value, or a term policy
that offers lowered costs? Make an informed decision
with advice from an expert. Click
here to ask an agent about Life Insurance.
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