Retirement plans

To "retire" (i.e. no longer need to work), you must save now during your working years in order to achieve the good life you dream about.  The sooner you save, the sooner you retire!  The more you save, the more you have to live on!

Our government has required us to pay into Social Security in order to provide the bare minimum needed at retirement.  But the also encourages us to save more now by providing tax incentives through company sponsored retirement plans.

There are many retirement plans available to the business owner each with different levels of benefit & related services.  Trusted Pension offers free consultation to determine the right solution to meet your needs.

Here are your possible plan solutions:

  • Payroll Deduction IRA
  • Simplified Employee Pension (SEP)
  • Simple IRA
  • 401(k)
  • Safe Harbor 401(k)
  • Profit Sharing
  • Defined Benefit
  • Cash Balance