If you're an employer -- or self-employed -- discover the tax-advantages of setting up a low-cost 401(k).
An employer age 50 or more, is allowed to make "catch up" contributions up to $55,000 per year.
Simple IRA, SEP-IRA
Ask us about retirement plans for small businesses that can be set up and managed for a low fee. These tax-qualified plans help businesses attract and retain employees -- and they help the owner save for a secure retirement.
401(k) Review Workshops
If you already have a 401(k) in place, we provide lunch-time 401(k) Review Workshops for employees to educate, encourage participation, and generally perform fiduciary duties.
Bruce A. Kraig Associates
An unbiased, independent RIA serving our clients' best interests since 1991