Ideas & Questions for Your Business
Simple/SEP IRA’s:
- What plan is right for my business?
- I want to make sure my employees are taken care of.
- What are the true costs for a small business retirement plan?
- I want to make everything easy for my employees.
401K:
- Is my business a good fit to start a 401k plan?
- What are the true costs to create and manage a 401k plan?
- Do I have the best, least expensive 401k provider?
403(B):
- My school district only allows certain companies to set up and manage our 403b’s, are you on “the list”.
- Should I start my 403b before my school district starts to “match”?
- I already have investment accounts, should I still start my 403b?