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LIFE OPTIONS
HELPING THE WORLD...ONE COVERAGE AT A TIME
RETIREMENT
Retirement Planning is offered as a qualified plan so that your employees can have funds tax-deferred and only pay taxes on income earned when funds are paid out. Qualified plans are limited on the amount of contribution. You can also offer an additional non-qualified plan for those who wish to have no limit on IRA or ROTH IRA contributions. Non-qualified plans will be taxed on money earned and when funds are paid out.
EMPLOYEES
RETIREMENT PLANNING
RETIREMENT
Retirement Management is identical to Retirement Planning expect that with Retirement Management employees are taking a greater risk but with a much high potential in profit. This is because they get to tap into the Stock Market and the risk is they can only lose what they put in, at most. So you can never owe money. Best for people who have extra money they can afford to risk.
EMPLOYEES
RETIREMENT MANAGEMENT
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