106 Things We Do For Clients, No. 15

by | Mar 1, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 15 of 106 Things We Do For Clients

Assist you in setting up a personal or company retirement plan. Many people believe the only retirement plans are an IRA and a 401(k). You may be surprised to learn that there are at least 12 more from which to choose, and in some cases you can have more than one plan. Contribution limits can range from $5,500 for an IRA to 100% of your salary with a defined benefit plan, and everything in between. Many of our clients use a combination of two plans to contribute $54,000 a year to retirement plans. Which is the best retirement plan for you? We have the expertise to analyze the best options for you and to put them in place.

Print Friendly, PDF & Email