QUALIFIED PLANNERS

Whether you are a sole proprietor, partnership or a corporation, there are several types of qualified retirement plans that can meet your needs. A retirement plan can serve many purposes, from tax sheltering income to attracting and retaining employees... A qualified plan must meet a certain set of requirements in the Internal Revenue Code such as minimum participation, vesting and funding requirements. In return, the IRS provides significant tax advantages to encourage businesses to establish retirement plans including..... Choosing a Qualified planner may be one of the most important decisions you make for your business and your loved ones. A planner can play a key role in helping you meet your life goals and achieve financial well-being. It is important to take the time to select a Qualified planner who is competent and one on whom you can depend for professional advice and services.