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401(K) PLANS

401(k)

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Qualified retirement plans can be a key component for successful business owners to help reduce tax liablility through “tax deductible” contributions.  A retirement plan analysis by Calderwood Financial is a valuable tool for business owners.

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A 401(K) plan is a self-directed, qualified retirement plan established by an employer to provide future retirement benefits for employees.  Employee contributions are made on a pre-tax basis and/or after tax basis. Employer contributions are tax deductible.

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Our focus:

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  • Safe Harbor Provision Analysis

  • Profit Sharing Analysis

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck