Your question: New to Retirement Plans or Need Simplicity?

Answer:

Some professionals want to offer a plan but donโ€™t need bells and whistles. Simplicity, ease of use, and quick setup matter most.

  • Solo Dentists & Physicians
  • Independent Nurses & Allied Health Providers
  • Freelance Artists, Writers & Designers
  • Real Estate or Consulting Startups

Best fit for:

  • SEP IRA or SIMPLE IRA โ€“ Low maintenance, straightforward contribution rules, and cost-effective administration.
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