Retirement Plans

Individual retirement accounts and company-sponsored retirement accounts will maximize the funds that you have available throughout your retirement.

Retirement plan topics covered in Financial Abundance Guide include:

  • “Spousal” IRAs, where a spouse with no earned income can contribute up to $5,000 to their own IRA.
  • The benefits of contributing to a Roth IRA after you reach age 70 ½.
  • Paying little or no taxes when you convert an IRA to a Roth IRA.
  • How to receive a 145% total return in five years from your 401(k) or 403(b) plan.
  • How to receive an immediate 50% investment return from your SEP-IRA plan.
  • The advantages of a SIMPLE IRA plan for a small company owner.

As more companies reduce or eliminate fixed pensions, retirement savings have become a personal responsibility. We provide information and strategies on how to maximize your retirement savings by taking full advantage of the tax savings offered by both individual and company sponsored retirement plans.