You Can Take It With You
There are many reasons for leaving a job, but very few for leaving your 401(k) retirement funds behind. In today's economy, it's more important than ever to quickly take control of your retirement account and have a healthy mix of solid investment choices at your disposal.
Traditional Approach, Big Tax Deduction.
A Traditional IRA can provide a secure retirement nest-egg and a significant deduction at tax filing time. It's not too late! This year could finally be the year you grab that big deduction.
The Roth IRA - A Break From Tradition
Depending on your retirement needs, a Roth IRA can provide you with incredible flexibility and financial benefit versus a Traditional IRA. But, there are tax consequences to consider. Let us help you decide if Roth is the right IRA for you.
IRA Plans for the Small Companies and the Self-Employed Are SIMPLE (or SEP)
SEP and SIMPLE IRA plans are designed specifically for the self-employed individuals and small businesses. We can show you how to have the same or better tax-deferred retirement benefit plans as the big guys. If you are self-employed or make business decisions for a small company open a SEP or SIMPLE account. Give BTA Group a call now to get started:
