Tax Savings

401(k) and 403(b) plans provide employers and employees with a pre-tax opportunity to save for retirement. Investing pre-tax allows your money to grow tax-free until you retire and begin withdrawing. This allows for years of growth and delays the tax payment until a later date.

For both executives and employees, these plans offer tremendous tax benefits. If your business does not yet have a plan, we can help you set one up. If your place of business has a current plan, we can help you convert and encourage your employees to utilize the plan to its fullest.

If you are the owner of a highly-profitable small business you may qualify for maximum employer contribution (tax-deferred) of $55,000 per year. Imagine the effect of that tax-deferred savings compounding over years from now until your retirement.