Retirement Plans

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We assist you in building a safe and secure retirement accounts & portfolios

INDIVIDUAL
> Individual Retirement Accounts (IRAs)
> Simplified Employee Pensions (SEPs)
> Simple IRAs
> Non-Qualified Tax Shelter Annuities
> Charitable Gift Annuities (CGAs)
BUSINESS
> Defined Benefits (Pensions)
> Cash Balance Pensions (DBs)
> Employee Stock Option Plans (ESOPs)
> Defined Contributions
> Simple IRAs
> Profit Sharing Plans
> Safe Harbor Plans
401 (A), 401 (k), 403 (b), 457
Executive Bonuses & Benefits
> Tax Sheltered Annuities (TSAs)
> Deferred Compensation (DC)
> Money Purchase Plans
> Advanced Retirement Funding
> Premium Finance & Estate
> Charitable Retirement Plans

Combination Options may also be available for temporary employees & Independent contractors

MEETING YOUR FINANCIAL NEEDS

Retirement Fact
Over 1/3 of American households are headed by seniors 65 or older: And derive more than 90% of their income from Social Security.
Health Care Expenses

Some healthy 65-year-old couples retiring this year, can expect to spend up to $275,000 to cover health-care costs in retirement.

Avoid 50% Penalties

Avoid 50% penalties may be imposed when not taking the Required Minimum Distribution (RMDs) from a tax-deferred retirement accounts in the years after you reach 70 1/2.