We all plan to retire someday. Some of us will retire sooner than others. The retirement plan you choose is a crucial decision. Our goal is to help you determine which retirement plan will best meet your goals and those of your employees.

:::::::• ::401(k)
:::::::• ::403(b)
:::::::• ::457
:::::::• ::IRA
:::::::• : Roth IRA
:::::::• : Simple IRA
:::::::• : Simplified Employee Plan (SEP)

Roth IRA Rollover from Retirement Plan effective 1/1/2008

Rollovers by non-spouse beneficiaries effective 1/1/2007

IRA must be set up as Inherited IRA with minimum distributions taken under IRC 401(a)(9)(B) beneficiary rules

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Securities & Advisory Services offered through LPL Financial.
A Registered Investment Advisor Member FINRA / SIPC
Financial Planning offered through Liebman Associates, Inc.


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Page last updated October 2009 Disclosures :: Website by Glantz Design

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