While retirement plans are cherished for their tax benefits and investment opportunities, they are often steeped in paperwork, reporting requirements, and fees.

While a SIMPLE IRA is an acronym for Savings Incentive Match Plan, it might as well just be called a SIMPLE IRA because it’s so straightforward.

Under a SIMPLE IRA plan, employers can enjoy the benefits of tax-deferred investment opportunities with higher contribution limits, no federal reporting requirements, and the ability to match employee contributions.

One of the most appealing aspects of a SIMPLE IRA is that contributions are tax deductible. This means you can give your employees more benefits while reducing your own tax burden. It’s a win-win situation!

This FREE ebook will tell you everything you need to know about SIMPLE IRAs, including:

• How they work
• Fees
• Distributions and Withdrawals
• Rules
• Contribution Limits
• Employer Contribution Options
• Disclosure Requirements

Plus, we’ll walk you through the process of opening a SIMPLE IRA in three steps. How simple is that?

Fill out the form below to get your free ebook and decide whether a SIMPLE IRA is right for you.