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401(k)
A 401(k) is a retirement savings plan sponsored by an employer. Workers save and invest a piece of their paycheck before taxes are taken out. Taxes aren't paid until money is withdrawn from the account.
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403(b)
Also known as a tax-sheltered annuity (TSA) plan, is a retirement plan for certain employees of public schools, employees of certain tax-exempt organizations, and certain ministers.
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Owner-Only Plans
It lets workers — and in this case, owners — save and invest part of their paycheck before taxes are taken out. The owner-only 401(k) is built to serve businesses with no employees.
Retirement Savings and Planning with Millennial Wealth Management in Denver
Our team of expert financial planners can help your small business with retirement planning for yourself and your employees. At MWM, we offer a variety of financial services for small businesses, like retirement plans and consultations. If you want to take a step towards small business maturity with retirement planning and retirement savings for yourself and employees, MWM in Denver can help you reach your financial goals.
Affordable
We work with our clients using up-front fees and focused, efficient planning practices. With us, you know what you are paying for.
Custom Tailored
Every client is treated like the first and that means excellent service as well as planning and advice geared toward their specific needs.
Timely Advice
Using modern analysis, planning methodologies, and current data sets we extract the best outcome for our clients' financial needs.
We are MWM, a different kind of financial advisory firm dedicated to a comprehensive financial planning service unique in the industry.
Copyright Millennial Wealth Management, 2020.