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Retirement Plans
Qualified Retirement Plans- A plan that meets the requirements of Internal Revenue Code Section 401(a) and the
Employee Retirement Income Security Act of 1974 (ERISA) and is thus eligible for favorable tax treatment. These
plans offer several tax benefits. They allow employers to deduct annual allowable contributions for each participant;
contributions and earnings on those contributions re tax-deferred until withdrawn for each participant; and some of
the taxes can be deferred further through a transfer into a different type of IRA.
Qualified Retirement Plans- A plan that meets the requirements of Internal Revenue Code Section 401(a) and the
Employee Retirement Income Security Act of 1974 (ERISA) and is thus eligible for favorable tax treatment. These
plans offer several tax benefits. They allow employers to deduct annual allowable contributions for each participant;
contributions and earnings on those contributions re tax-deferred until withdrawn for each participant; and some of
the taxes can be deferred further through a transfer into a different type of IRA.
Profit Sharing Plans- For businesses that want to make
tax-deductible contributions for each plan participant
tax-deductible contributions for each plan participant
An Atlantic Wealth advisor will recommend the plan best suited for your small business or
corporation. We will assist in the plan setup, investment choices and ultimately assist individual
employees in “rolling-over” assets if changing employers or upon retirement.
corporation. We will assist in the plan setup, investment choices and ultimately assist individual
employees in “rolling-over” assets if changing employers or upon retirement.
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| + 1 954 315 3921 |
+ 1 954 315 3921
| Atlantic Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC, an SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered Investment Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures" tab at the top of page for important information. |