Money Purchase Pension Plans – Companies or self-employed individuals with stable earnings that want tax-deferred retirement savings and are willing to commit to the same percentage contributions each year may benefit from a Money Purchase Plan. Annual fixed contributions are limited to 100% of compensation or $40,000, whichever is less (based on the first $200,000 of compensation).

To help you determine if a Money Purchase Pension Plan is best for your business, we offer complimentary qualified plan proposals and comparisons emphasizing benefits of different plan types and designs.

Our Self-Directed Pension Plans provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities.

To find out if a Money Purchase Plan is right for you or if you would like more information on our Self-Directed Retirement Plan services, please complete the request form below.

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New Money Purchase Pension Plan Account Package ( # of packages ) Additional Information: Self Directed IRA Personal Trust Estate Planning Record Keeping Custodial Services
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