Securities and Retirement
Company Qualified Retirement Plans
There are many reasons why an established business should consider a qualified retirement plan:
- Stand out from your competition
- To attract and retain valuable employees
- Your employees will participate (pre & post tax contributions available)
- You as the owner need the opportunity to participate
- Both the employees & the owners can take advantage of the compounding returns over time
Tax benefits options available for the owner:
- The availability of pre-tax contributions can reduce your current taxable income
- Deferral of taxes of pre-tax contributions and investments gains until distribution
- The flexibility of a Roth 401(k) if available
- Tax Deductibility and Tax Credits for some of the ordinary, necessary startup cost