Retirements Accounts
- I.
R. A’s
Individual retirement accounts for everyone - Roth
I. R. A’s
Know the options. Reap the benefits. – No penalties – No tax charges - SEP
I. R. A’s
Retirement plans truly simplified.
Maybe adopted by self employed individuals, sole proprietors, independent contractors and corporations. - Educational
I. R. A’s
One step closer to your child's success. - I.
R. A. Rollovers
Solve the problem of how to preserve the tax advantages of pension disbursements you receive - Keogh
Allows much higher rewards - 401
(k) and 403 (b)
Employer sponsored retirement plans…….. unique opportunity to build up wealth singular employee benefit - SIMPLE
I. R. A. and SIMPLE 401 (k) Plans
Retirement Plans Truly Simplified.
The new SIMPLE retirement plans for small employers - Profit
Sharing Plans
Flexible funding. Suited to irregular profit patterns.
Allows restricted coverage.
Allows control over when the money will be withdrawn. - Money Purchase Pension Plans
ALL IN-ONE
ON-LINE Cash Management
- Gives you access to you assets via checkbook
- Bill payment feature
- Maximum possible contributions
- For those who find fixed contributions
acceptable. Allows restricted coverage. Allows Control over when the
money will be withdrawn.