Chart It Financial

Retirement (Employer Sponsored)

Qualified retirement plans can reduce taxation, increase return, attract employees and of course provide funds for retirement. The key is in the design is to first benefit those individuals that you wish to benefit. Second reduce costs where possible. Third maximize growth potential while minimizing risk. Sometimes a non-qualified plan can be more efficient. We will help first choose what type of plan or plans will fit your needs. There are several different types of pension and profit sharing plans as well as defined benefit plans and target benefit plans to choose from. There are also several non qualified plan choices that can minimize administration, costs and possibly provide tax free distributions. It’s best before recommending a retirement plan or changes to an existing retirement plan to discuss your retirement plan objectives with our retirement plan expert to choose the correct plan for your company. For more information at no obligation please call or contact us using this form.