Individual 401k
The individual or solo 401k plan is one of the best offerings for
the self employed to come along in years. Simple plan
administration, low costs, and high contribution limits make this
an appealing choice for a broad range of self employed
individuals.
For 2009 contributions of up to $49,000, or $54,000 for
individuals over 50, are allowed. So the income you can defer
from current taxes is greatly increased over previous retirement
plan options.
Oak Street Advisors offers access to an advisory Individual
401k through Fidelity Investments, and an individual 401k
plan through the Morningstar Managed Portfolios program
that combines investment advise, low cost, and flexible
investment choices to give you a plan that can help you reach
your individual retirement goals. There are no proprietary
mutual funds that you are forced to select from. You will always
receive the independent objective investment advise that sets
Oak Street Advisors apart.
If you are self employed and have no other employees other
than a spouse who works in the business with you this may be
an alternative that can allow you the flexibility you need to
reach your retirement goals.
To learn more call us at 843.946.9868 or toll free at
877.946.9868. If you prefer you can send an email to
One401k@oakadvisors.com.
The individual or solo 401k plan is one of the best offerings for
the self employed to come along in years. Simple plan
administration, low costs, and high contribution limits make this
an appealing choice for a broad range of self employed
individuals.
For 2009 contributions of up to $49,000, or $54,000 for
individuals over 50, are allowed. So the income you can defer
from current taxes is greatly increased over previous retirement
plan options.
Oak Street Advisors offers access to an advisory Individual
401k through Fidelity Investments, and an individual 401k
plan through the Morningstar Managed Portfolios program
that combines investment advise, low cost, and flexible
investment choices to give you a plan that can help you reach
your individual retirement goals. There are no proprietary
mutual funds that you are forced to select from. You will always
receive the independent objective investment advise that sets
Oak Street Advisors apart.
If you are self employed and have no other employees other
than a spouse who works in the business with you this may be
an alternative that can allow you the flexibility you need to
reach your retirement goals.
To learn more call us at 843.946.9868 or toll free at
877.946.9868. If you prefer you can send an email to
One401k@oakadvisors.com.
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Retirement Plans for Businesses
SIMPLE IRA Plan
SEP IRA Plan
401k Plan
BizZilla - tips, links, and ideas for
small business owners
SIMPLE IRA Plan
SEP IRA Plan
401k Plan
BizZilla - tips, links, and ideas for
small business owners