Retirement Planning

Evaluating & Selecting Retirement Plans

• Reviewing Your Company’s Retirement Plan Options - Choosing the right retirement plan is a critical issue for most businesses. Understanding contribution limits, eligibility, vesting, costs and the business’s objectives can make decisions easier.
• Guideline for Choosing a Retirement Plan for Your Business - The right retirement plan can serve many purposes. The services of a qualified retirement plan specialist can be very valuable in reviewing your options. This guideline provides some basic information and can help make the discussions with the professional more effective.
• Evaluating a 401(k) Plan for Your Business - This flexible form of qualified retirement plan has become very popular with businesses and employees. Learn the benefits and drawbacks of using this type of plan to attract, retain and motivate employees.
• Need a Simple Retirement Plan? Check out a SEP - SEPs have helped many businesses provide a valuable employee benefit without the costs and difficulties of other types of plans. Learn how a SEP may be helpful for your business and your personal wealth creation.

Building Your Retirement Funds

• Maximizing Retirement Plan Contributions for Small Businesses - Small business owners have many options to accumulate funds for retirement and reduce current income tax liabilities. SEP’s, SIMPLEIRA’s and even one-person 401(k) plans can be used very effectively. It usually comes down to questions of funding and financial priorities.

Business Succession Plan

• The Importance of a Business Succession Plan - Don’t let an unforeseen tragic event cause too much disruption in your business. Here are few steps to take "just in case."