Business retirement plan options include SEP-IRAs, Simple-IRAs, Self Employee 401(k)s and Qualified Plans for larger businesses including 401(k)s, Profit Sharing and Money Purchase Plans
Whether you have one employee or several thousand employees, Place Trade Financial will be happy to help you regarding your business retirement plan options.
For even more information on the subject of retirement planning visit Path to Investing or call us today at 1-800-50-PLACE or 1-919-719-7200 for more information.
Are you a retirement plan fiduciary?
Do you know your responsibilities under ERISA? Do you realize what may happen if you fall short on your duties as a fiduciary? Let us help you as you take the steps to help protect yourself from liability. Call Place Trade Financial for a free guide to fiduciary responsibility or to conduct a fiduciary review.
Group College Savings Program
If your company has 250 or more employees, contact us about setting up a group college savings plan. It�s a great way to save for college through payroll deductions!
Call 1-800-50-PLACE.
For more information visit www.irs.gov.
The above information is not intended to be tax or legal advice and should be used for educational purposes only. Please consult your attorney and/or tax advisor prior to making any investment related decisions.
Deductibility limits can be confusing and tax laws are frequently changing. It is always best to review your specific situation and/or circumstances with a qualified tax advisor.