We assist business owners in the setup, implementation, maintenance and the investment management
of different corporate retirement plans.
Whether you are a one man shop, or a business owner with less than 100 employees, we will direct you
to the retirement plan that maximizes your corporate needs.
We provide Simple-IRAs, SEP-IRAs and Individual 401k Plans for businesses of all sizes.
Small Business
›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000, although expired 12/31/07 likely to be reinstated.
› For 2008, the amount you can contribute to your 401k plan is $15,500 - If you are 50+, you can contribute an additional $5,000
›For the self employed, you can contribute up to $46,000 in an
Indi 401k Plan
for year 2007 : or $51,000 if your are over age 50
For IRAs and Roths, you can contribute up to $5,000 per year.
›iSHARES has introduced a tax free municipal bond ETF
›This week's show "How To Pick A Mutual Fund"
15Yr Fixed - 5.08%
30Yr Fixed - 5.62%
5/1 Adj. - 5.76%
3 Mo CD - 3.35%
6 Mo CD - 3.30%
9 Mo CD - 3.40%