Retirement Class

Increasing life expectancy, rising health and long-term care expenses, decreasing government benefits and inflation are all factors that make retirement planning vital for financial security. Taking advantage of retirement tax benefits is one method to increase your savings and investments. BUT WHERE DO YOU START? This class will cover investment diversification, mutual funds and a low-cost way to add a major employee incentive. We will specifically explain:

SIMPLE IRASEP IRA401(k)Safe Harbor 401(k)Solo K PlanProfit SharingNon-Traditional Profit-Sharing plansDefined BenefitNon-qualified Deferred Compensation