Rollover/Transfer IRA

Advantage of a Rollover IRA

• 100% Personal Control of Asset/Investment
• Retains Tax Deferral Status (Non-Taxable Event)

Candidates for a Rollover/Transfer IRA

• Anyone with Qualified Plan Assets from Previous Employers
• Anyone with Multiple IRA Accounts

Simple IRA

Advantage of a Simple IRA

• No Discrimination Testing
• No Complex IRS Reporting
• Broad Eligibility
• Flexible Contribution Program (All Contributions Are Tax-Deductible)
• Employee Controls Investments

Candidates for a Simple IRA

• Businesses with 100 or Fewer Employees