At RBC Wealth Management, we recognize the importance of selecting and designing the most appropriate retirement plan, whether you are self employed or have employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a business competitive. As a full service wealth management firm with access to a wide variety of non-proprietary retirement products, RBC Wealth Management is positioned to implement a retirement plan solution that helps to meet you, your company’s and your employees' needs and objectives.
I have experience working with self-employed individuals that are looking for efficient ways to save for retirement and pay less in taxes as well as small business owners that need to find a retirement plan that is appropriate for themselves and their employees.
Our experienced retirement consulting team assists in finding the right retirement solution for your company. As a team, we work with you during each stage of the retirement plan process.
We have several resources to help you decide which plan is appropriate.
The 2014 Chart: Retirement Plan Options At A Glance
SEP IRA vs SIMPLE IRA
Retirement options for self employed with no employees
For a plan review or proposal, please contact me.