Retirement Planning
401(k)
Profit Sharing Plans
One of the best tax-advantaged methods of saving is a tax-deferred, qualified retirement plan. We’re happy to evaluate your existing retirement plan to ensure that it meets your long-term retirement objectives. Or, when you decide it's time for your business to consider a retirement plan, we'll help you evaluate all the options and install a plan that meets your objectives.
Advantages- Defers Income Tax on all dollars contributed
- Provides for current reduction of federal income taxes
- Allows an employer to attract and retain quality employees
- Allows for a wide choice of investment options
- Allows for turnkey installation--experts are on staff
401(k)
- Employer sponsored retirement accounts for accumulation of employer and/or employee contributions and earnings.
- Contributions may be discretionary or required, are deductible and taxation is deferred until distribution.
- Annual employee 401(k) contributions may be up to $16,500 if below age 50, and $22,000 if age 50 or older.
Profit Sharing Plans
- Employer contributes a discretionary amount each year; employee contribution if any, is voluntary.




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