Winer+Bevilacqua, Inc. offers specialized retirement planning services so clients can make smooth transitions out of the professional world and begin realizing their life-long dreams. Whether you're a sole proprietor, a partnership or a corporation, we serve business leaders in identifying and planning for new leadership, establishing succession and estate plans, identifying exit strategies, establishing pensions and more.
Qualified retirement plans provide one of the few good tax shelters remaining. They can be structured to provide large benefits for professionals and other key employees at a minimal cost for benefits for rank and file. Not only can be help you choose the right benefit plan for your business, but we can also include the most advantageous features or combination of features.
- Safe Harbor 401(k)
- Cross-tested contributions
- Age-weighted contributions
- Automatic enrollment
We can also collaborate with the investment advisor of your choice on your behalf. If you are not currently working with an advisor, we can provide you with some recommendations. Below you'll find detailed information regarding our retirement planning capabilities. If you have any questions, please don't hesitate to contact us.