SEP PLAN FEATURES
Available through Amplify Wealth Management through CUSO Financial Services, L.P.1
Multiple investment options available, depending on how much you're investing; start with as little as $50 per month
Both employee and employer contributions to the plan are tax-free until the employee begins making distributions
Contributions can be made manually or by payroll deduction
Employer contributions can be adjusted according to business activity each year
Give us a call at 512-519-5476 to schedule your complimentary consultation with a CFS Advisor1
RETIREMENT PLANNING CALCULATOR
Calculate whether your retirement strategy will meet your annual retirement income requirements
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goamplify.com | firstname.lastname@example.org | 512-519-5476 Ph | 512-491-1076 Fx | 3600 West Parmer Lane | Austin TX 78727
1. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
2. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.