Retirement Planning

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.


Simplified Employee Pensions (SEPs)

SEPs have helped many businesses provide a valuable employee benefit with the costs and difficulties of other types of plans. Learn how a SEP may be helpful for your business and your personal wealth creation.


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.


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, SIMPLE-IRA's and even one-person 401(k) plans can be used very effectively. It usually comes down to questions of funding and financial priorities.