Website: www.smarttech.com
2019 Retirement Plan
project details
2019 Retirement Plan
Contract Project: April 17, 2019
work process
Description of the project
A qualified retirement plan is a retirement plan recognized by the IRS where investment income accumulates tax-deferred. Common examples include individual retirement accounts (IRAs), pension plans and Keogh plans. Most retirement plans offered through your job are qualified plans. 401(k) plans. A 401(k) plan is a tax-advantaged plan that offers a way to save for retirement.
The Problem
- Paying for health care.
- Saving enough money.
- Maintaining an income stream.
- Having too much debt.
- Healthcare and Housing Risks.
The Strategy
- Create a Yearly Budget.
- Maximize Your Workplace Plan.
- Maximize Your Social Security Benefits.
- Understand Retirement Plan Withdrawal Fees.
- Consider an Annuity.
customer say
What our clients say?
Brisun is a very relatable and trustworthy person and does put your interest first. He doesn’t push but does put things into perspective. I feel like we’re at least on the road now to retirement and safety of our hard earned money, thanks Brisun.
Julie R
I am currently working with Brisun on retirement options. He has been extremely patient with me on providing items, with only gentle reminders. He has answered my questions with knowledge, options and wisdom.
Thomas F
Brisun is always professional , personable, and very knowledgeable with the product he presents. He’ll look for the best options for our interests.
John T
