SIMPLE IRA FEATURES
Easy to administer and require little paperwork
Available through Amplify Wealth Management through CUSO Financial Services, L.P.1
May be used by businesses with 100 or fewer employees
Are mostly funded by elective employee salary deferrals, however employers are required to match or make non-elective contributions
Allow employers to make pre-tax contributions from their compensation into their account
Allow the employer to deduct contributions as business expense
Give us a call at 512-519-5476 to schedule your complimentary consultation with a CFS Advisor1
INCOME WITHHOLDING CALCULATOR
Calculate how much Federal Income Tax you can save by contributing to a qualified retirement plan
TIPS FOR FINANCIAL SUCCESS
Employer-Sponsored Retirement Plans
Here are some great reasons you should be contributing to your 401(k).
How to Plan for Income During Retirement
Learn more about formulating a retirement income plan and factors you should consider.
3 Tips for Transitioning to Retirement
Advice and tips for making the transition to retirement smooth and successful
How to Identify a Credit Repair Scam
Companies that promise to erase negative history from your credit report are usually scams.
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.