There are a variety of retirement plans we explore when working to provide solutions to our business owners. Each plan works differently and we work diligently with our clients to establish a strategy that is appropriate for their company.
Some of the more common plans we recommend are:
- Defined Benefit Pension Plan
- Money Purchase Pension Plan
- Profit Sharing Plan
- 401(k) Plans
- Employee Stock Ownership Plan (ESOP)
- Tax Sheltered Annuities
- Keogh Plans
- Simplified Employee Pensions (SEP)
- Savings Incentive Match Plans for Employees (SIMPLE)
