Services - Retirement Plan Selection

Choosing and administering benefit plans for you and your employees is a complex process. We will help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing the tax advantages. We can consult with you on choosing the proper retirement plan for you. Types of plans include but are not limited to:

• Traditional IRA
• Roth IRA
• Simplified Employee Pension (SEP)
• Simple IRA
• Solo 401(K)
• 401(K)
• Profit-Sharing Plan
• Defined Benefit/Contribution Plan