Simple without being simplistic Annual Contribution Max: $13,500 Why we like SIMPLE IRA’s: They are easy to set up and require little to no fiduciary oversight Employee’s can direct the assets with total control Low contribution limits {Total elective contribution

Purpose built for Small Business Owners and Self-Employed Annual Contribution Max: $57,000 or 25% employees pretax income Why we like SEP IRA’s: High contribution limits For employees, immediate vesting can be an advantage  Total investment control Easy set up and

A “Catch All” Retirement Plan Annual Contribution Max: $6,000 or $7,000 if over 50 years old.  Why we like Traditional IRA’s: Available to anyone Wide variety of investment choices Total control over the amount of control you want Ability to

The ‘Standard’ Employee Retirement Plan Annual Contribution Max: $19,500 or $26,000 if over 50 years old.  Why we like 401(k) plans: An easy option if you’re an employee Automatic Enrollment Can have Employer matching contributions High contribution limits for employees

The “Typical” Account  Annual Contribution Max: None Why we like Taxable or Brokerage: Can hold any marketed securities and assets Easy to set up and administer Benefits are universal and hold no limits on assets Can be used to house