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Retirement Plan Strategies
 FORTY SOMETHING 

Situation: Key people are in their forties with many employees of all ages (25 to 60). Assume example of age 47 owner with 20 employees. 

Solution: Contribute $40,000 and 5% of pay for all other employees.

Plan Type: New Comparability Profit Sharing

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Design Strategies

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    Select this link Owners Choice

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, July 03, 2015 05:22 PM

 

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