RBC Wealth Management brings you retirement plan solutions
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.
The process
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.
