40l(k), SIMPLE IRA, SEP, PROFIT SHARING ...
... are employer-sponsored salary reduction and qualified retirement plans that allow employees to defer paying current federal income taxes on a portion of their annual compensation. Contributions and earnings grow tax-deferred until withdrawn. Withdrawals are taxed at the employee's income tax rate at the time of withdrawal.
Whether you are self-employed, a small business owner, or run a large corporation, we can assist you in selecting and monitoring Retirement Plan Benefits. As an employer, you can reduce your taxes, fund a comfortable retirement for you and your employees, and provide a tool to attract and retain quality employees. A CERTIFIED FINANCIAL PLANNER™ professional, can help you with your retirement plans.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.