Retirement Planning for Small-Business Owners
A SIMPLE IRA can provide a retirement savings option for eligible small businesses and their employees.
Choosing and implementing a retirement plan involves understanding contribution rules, employer requirements and investment options. We help business owners understand how a SIMPLE IRA works and whether it may fit their business and retirement goals.
Who it’s for
- Small-business owners
- Self-employed individuals who meet eligibility requirements
- Businesses looking to establish a retirement savings plan
- Employers who want to offer employees a retirement benefit
What we help clients with
- Understanding SIMPLE IRA plans
- Setting up retirement accounts
- Understanding investment options
- Helping business owners evaluate retirement-plan choices
- Employee retirement savings considerations
- Ongoing investment guidance
Are you a small-business owner looking for a retirement plan?
Contact information
Preferred Retirement Options, Inc.
3456 E. 17th St., Suite 260
Ammon, ID 83406
Jimmy Hancock: (208) 521-2957
Email: jimmy@proinvestmentcoach.com