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 Investment Management 1650 Fox Crossing . West Chester . Pennsylvania . 19380 610 . 644 . 3468 Info@KraigInvestmentManagement.com