Explore all the ways we can help your employees reach your retirement goals. You work hard for yourself and your customers, and at the end of the day, you’d like to take home more of what you earn while also investing in your future. Our retirement plans for self-employed people and small business owners can help you keep more of your business income through tax deferrals while you also build your retirement savings.
Regardless of your age, investing for retirement should be a top priority. After all, you may need your nest egg to last for 30 years or more. Whether you’re a personal investor or small business owner, we offer a broad range of retirement solutions to help you build the future you envision.
Speak to a Small Business Specialist now.
2021 priorities for defined contribution plans
Plan sponsors must approach 2021 on dual fronts – ensuring resiliency to address today’s unique environment while evolving to prepare for a post-COVID world. What are the top priorities Defined Contribution plan sponsors should consider in 2021?
Here are critical few items you should consider as you set priorities for 2021.
Achieving a smart financial plan for higher education (or even K–12 expenses) can be easier with the tax-advantaged benefits of a 529 college savings plan. Compare plans managed by top providers to find the right option for you and your family.
Taking That First Step Toward Your Savings Goals
Saving for college, graduate school, vocational training, apprenticeship programs, or even K-12 public, private, or religious schools can be more attainable with the tax-advantaged benefits of a 529 college savings plan. With more than 20 years of financial experience, the experts at eSquared Retirement are focused and committed to helping you choose the right path for one of the most important investment decisions families face today.
Key Benefits of a 529 Plan
Maybe you’ve just purchased a house, or you’re looking ahead to retirement or the birth of a child. Whatever your stage in life, it’s important to have a long-term plan for your assets.
Through estate planning, you make your wishes clear regarding who gets what, and under what terms, after your death. You can also make financial provisions for yourself and your family should you be incapacitated in an accident or illness.
Start planning with our checklist
Send our team a message, and tell us more about your financial goals and needs. A team member will get back to you promptly to schedule a consultation.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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