Plan options

Every business owner has different needs, goals and ideas about what they want from a retirement plan. Your time horizon, employee demographics and management philosophy will help determine the plan or combination of plans that offer you -the owner- the greatest advantage. Our retirement program specialists will work one-to-one with you to find a suitable plan for you and your employees. We also monitor government regulations to make sure your plan remains current and make updates to your plan at no additional charge.

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Primary plan options

IRA options

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1 Withdrawals are taxed as ordinary income and if made prior to age 59 ½ may be subject to a 10% federal tax penalty.

2 These limits apply no matter how many IRAs you have, or if you have both a Traditional IRA and a Roth IRA. Contribution and compensation limits are subject to annual cost-of-living adjustments.

Tax-qualified retirement plans such as IRAs and SEPs already provide tax deferral under the Internal Revenue Code. Tax deferral of an annuity does not provide additional tax benefits. Before purchasing an annuity you should consider whether its features and benefits beyond tax deferral meet your needs and goals. You may also want to consider the relative features, benefits and costs of this annuity contract compared with other investments that you may use to fund your IRA.