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Calderwood Financial Strategies, Inc.
401(k)
Qualified retirement plans can be a key component for successful business owners to help reduce tax liablility through “tax deductible” contributions. A retirement plan analysis by Calderwood Financial is a valuable tool for business owners.
A 401(K) plan is a self-directed, qualified retirement plan established by an employer to provide future retirement benefits for employees. Employee contributions are made on a pre-tax basis and/or after tax basis. Employer contributions are tax deductible.
Our focus:
- Safe Harbor Provision Analysis
- Profit Sharing Analysis
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