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  1. Home
  2. Business Planning
  3. Retirement Plan Design

Retirement Plan Design

Business Owners:

Business owners interested in sponsoring a retirement plan can work with one of our consultants to design a plan specific to their needs. The types of plans implemented are 401K’s, Profit Sharing Plans, SEP IRA’s, Simple IRA’s, Deferred Compensation and Defined Benefit Plans.  
 

Employees:

We educate your employees on the benefits retirement plans have to offer, either in a group setting or in an individual meeting.     

  • Income Analysis - Calculating one's future retirement income needs is in large part based on inflation, projected interest rates and life expectancy. The goal is to calculate current monthly savings needed to provide the income you desire at retirement.  
  • Tax Efficiency - Developing efficient tax strategies. Since there are a variety of plans, which plan is right for you? Some of these plans include 401k, SEP IRA, Simple IRA, IRA, Pension and Profit Sharing Plans.
  • Investments - Which investments are right for you?  We analyze mutual funds, stocks, bonds, limited partnerships and real estate to find which are the most appropriate investments for your risk tolerance.

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  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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