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Individual Retirement Plans We can help with your retirement plans - IRA's, 401k's, 457's, 403b's, etc. It is a blessing and a curse to have so many retirement plan choices available today. We are here to assist you in making the best decisions for you and your family. If you are a client, we have probably discussed the various types and benefits of tax-favored retirement plans at length to determine which plans are most appropriate for you. If you are not a client and/or have questions, please contact us. Click here for articles. Common concerns include too much risk, estate planning issues, eligibility, penalties, limits, IRA selection, investment costs, required minimum distributions, and others. Company Retirement Plans Click for retirement plan brochure We are proud to be a part of Commerce Lexington's member to member program. We offer discounted retirement plans to all Commerce Lexington Members featuring: No set-up fees Assistance in plan choice, enrollment Individuals, small, medium, and large businesses are eligible Very Low ($100 initial/recurring) minimum investment Wide array of investment choices 401k, SEP/SIMPLE IRA, Solo/SIMPLE 401k, employee IRAs, and more plans available
Call 859-233-1083 or e-mail for a free company retirement plan analysis. |
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