Business Owners and IRA holders and Loss In Asset Value

Business owners, Self Employed business owners and IRA savers.

We have a question for you. Have your retirement funds decreased in value over the past year or two? Does this upset you? It should! Would you like to prevent that from happening again in the future? We can fix it without the financial risk of market losses. Shouldn't that be your goal? Would you have more assets today if you never had suffered a market loss? In almost every case the answer is a resounding YES!

We can help design or modify a retirement plan to eliminate the risk of market loss and still provide a reasonable rate of return on your retirement assets. Initial bonus on your starting contributions or rollover contributions can help replace some or all of the losses suffered due to market volatility. Does that sound interesting? It doesn't matter whether your current plan is a 401 K Plan, a SIMPLE Plan, a ROTH or Traditional IRA Plan or even a KEOGH plan.
Would you be interested in offering as a plan option a ROTH 401K Plan? If we can't work with your current plan administrator we can switch to a Safe money friendly plan administrator. Why not permit your you or you and your employees to select a plan option offering a reasonable rate of return with no risk of loss due to market volatility. By the way we can also guarantee you and your employees a lifetime income stream that you cannot outlive all within the same retirement plan.

Contact us for a fee free initial consultation about your specific situation!

Small Busines Retirement Planning

Business owners and self employed professionals. Cost effective 401K ROTH or Traditional plans are available. With Safe harbor plans you can maximize your contributions with minimal employee contributions. Self employed 401 K plans start at about $400 per year in administrative fees. Fees are higher if you have non owner employees. We can also help you implement no fee SIMPLE Plans as well.
Plans are available with guaranteed no market risk. Some options offer a minimum of 3-7.2% annual growth as a worst case alternative. There is substantial upside growth potential above the floor. We would be happy to discuss your plan needs in detail. Business owners can shelter as much as $45,000 per year from personal tax liability. The exact amount you can shelter is formula driven but we can get you a detailed quote.

How can we help you?

www.columbusfinancialplanningpros.com