Retirement Planning
To attract and keep the best employees, you must provide competitive benefits packages. We will make sure you utilize tax savings available to employers and employees through the selection of a retirement plan appropriate to your situation. These include qualified plans such as 401(k), 403(B), simple IRA, SEP, profit sharing and money purchase plans. Where appropriate, we will also analyze the use of Non-Qualified plans.
Among the reasons to choose a Non-Qualified plan are:
- Ability to discriminate among employees for inclusion in retirement plans
- Generate supplemental retirement income through the use of cash value life insurance
- May pay less taxes at retirement
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Frederic V. Flower, CFP, CPA
Tel: 410-571-8390
Thomas J. Desiderio, CFP, CPA
Tel: 410-573-9580
Securities offered through Medallion Investment Services, Inc.*
Tel: 410-544-8400 Member FINRA/SIPC
Investment advice offered through Medallion Advisory Services, LLC*
Registered Investment Adviser
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group |
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