Simple IRAs

Take care of those who take care of you. It’s just another way to spread the love.

A SIMPLE (Savings Investment Match Plan for Employees) IRA is a retirement savings plan so small employers (100 employees or less) can contribute to employee plans. You can choose to make a 2% mandatory contribution to the plan or offer a 3% matching contribution so employees can save too. A SIMPLE IRA follows the same investment, distribution and rollover options as a Traditional IRA. 

Let's Connect

If you think a SIMPLE IRA is for you, then it’s time for us to chat.

Contact Us