"What is your plan for retirement?"
Employees and employers alike are attracted to what are known as "qualified plans for three specific reasons...
- Savings are pre-tax!
- The funds can grow tax deferred
- In some cases, retirement fund assets can be loaned to the participant (tax free) and paid back over time.
To many people, their "retirement plan" may be proceeds from sale of a business, or a piece of property, or an inheritance. The expert consultants at BennCo Advisors can help you maximize the after tax value of your retirement plan:
- Stretch your distributions to the next generations
- Defer capital gains taxes on sales of property resulting in higher retirement income.
Rollovers and 401Ks
If you have a rollover account or are a participant in a company 401K plan, BennCo Advisors can advise you as to asset allocation among the various choices available. These services are available on a fee basis, or included as part of a comprehensive advisory relationship.