Timothy Sumer

SIMPLE IRAs and 401ks... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA retirement planning is an essential part of every individual's financial life, and employer-sponsored retirement plans are a great way to save for retirement. One such plan is the SIMPLE IRA, which stands for Savings Incentive Match Plan for Employees. Beta Solutions CPA LLC is a company that provides services related to SIMPLE IRA plans. A SIMPLE IRA plan is a type of retirement plan that small businesses can set up for their employees. The plan allows both the employer and the employee to contribute to the employee's retirement account . The employer contribution can be a dollar-for-dollar match of employee contributions up to 3% of the employee's compensation. Alternatively, the employer can make a non-elective contribution of 2% of the employee's c...

A Roth IRA is a great retirement savings vehicle with multiple tax benefits. However, income limits exist where yours may be too high to contribute directly to one. Good news! There is another path to the Roth IRA through what’s commonly called the Backdoor Roth IRA. Our Managing Partners Todd Youngdahl, CFP® and Maura Schauss, CFP® will walk you through an overview on how to contribute to a Roth IRA. Complexities do exist, so connect with us should you have specific questions on how this savings vehicle could work for you. LEARN MORE at www.washingtonwealthadv.com CONTACT US at 703.584.2700 or info@washingtonwealthadv.com IMPORTANT WASHINGTON WEALTH ADVISORS DISCLOSURE INFORMATION at www.washingtonwealthadv.com/disclosures ABOUT WASHINGTON WEALTH ADVISORS Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial plan...