사업주를 위한 은퇴플랜

Tax Qualified Retirement Plan

비지니스에 운영중에도 은퇴등 개인 재정플랜은 적극 필요합니다.

은퇴후의 생활비 마련은 소득을 공제 받으면서 효율적으로 준비하실 수 있습니다.
비지니스의 형태, 경제적 상황, 직원 구성비등 여러가지 여건을 고려하여 플랜 선택이 달라질 수 있습니다.


가입 고려 대상 사업체

  • C-Corporations

  • S Corporations

  • Limited Liability Corporations

  • Limited Liability Partnerships

  • Professional Corporations

  • Partnerships

  • Sole-Proprietorships

SEP IRA / SIMPLE IRA

사업체 IRA Plan

  • Contribution Limit 2020

    • SEP IRA : ​$57,000

    • SIMPLE IRA : $13,000 + $3,000(age 50+)

Defined Contribution Plan

Contribution Limit 2020 

  • Profit-Sharing​ : $57,000

  • 401(k) : $19,500 + $6,500(age50+) + p/s portion

    • Traditional 

    • Safe Harbor

    • Solo 401(k)

Defined Benefit Plan

Max compensation $285,000

  • Traditional Actuarially Funded

  • Defined Benefit Select

  • Fully Insured 412(e)(3)

Men with Calculator
 

Blue Anchor

6281 Beach Blvd. Suite 202, Buena Park CA 90621

California Lic# 0I56056

Subscribe Form

©2020 by Blue Anchor Insurance Agency. Proudly created with Wix.com


All written content on this site is for information purposes only. Opinions expressed herein are solely those of Blue Anchor Insurance Agency & Blue Anchor Advisory Services and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Blue Anchor Advisory Services, a Registered Investment Advisor in the State of CA. Insurance products and services are offered through Blue Anchor Insurance Agency, an affiliated company. 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of CA or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The inclusion of any link is not an endorsement of any products or services by any Insurance Company or Financial Institution. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.  When you follow a link to one of these sites neither any Insurance Company, nor any agency, officer, or employee of the Blue Anchor Advisory Services warrants the accuracy, reliability, or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.