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What is Retirement Plan?

Definition -

A Retirement Plan is a plan provided by an employer or a self-employed individual for an
employee's or self-employed individual's retirement. Because of the tax advantages,
most retirement plans are designed to insure a present deduction to the employer while
the employee is permitted to avoid recognizing the income until he has actually or
constructively received it.

A few examples of Retirement Plans are:

·         Section 401 (k) Plans,

·         Profit Sharing Plans,

·         Defined Benefit Plans,

·         Simplified Employee Pension Plans (SEPs),

·         Individual Retirement Plans (IRAs),

·         Roth Individual Retirement Plans (Roth IRAs),

We Help Make Dealing with Retirement Plans Easier

Starting the process is as easy as picking up the phone and calling our office or clicking on the
button below and completing the online form. No sales pressure, no confusing insurance
language, no worrying about which company to select. We are an independent insurance agency
and have access to dozens of insurance companies. Let us help guide you and make the process
easier for you

6965 South 69th East Ave Tulsa, OK 74133
P.O. Box 700420 Tulsa, Oklahoma 74170-0420