Retirement Planning Services

Examples

Plan Design Illustrations

SIMPLE vs. 401(k)

IF a business Owner’s retirement savings goal is more than the SIMPLE limit, a 401(k) Plan provides:

  1. Far better flexibility;

  2. Significantly higher contribution levels; AND

  3. Often PAYS FOR ITSELF out of the owner’s TAX SAVINGS!

 
 

To see if a 401(k) Plan or SIMPLE is better for YOUR Business, call or email us to discuss Pros & Cons of both.

 
Angie Darby