LET US HELP YOU FIND A RETIREMENT PLAN THAT WILL HELP YOU

401 (k) Plan

Tax-deferred investing, flexibility in plan design, investment flexibility for 25% of employee compensation that can be established anytime.

Simple IRA

Tax-deferred investing, no discrimination testing, investment flexibility for 100% up to 3% match to participants or 2% to all eligible employees.

Profit Sharing

Flexible contributions, investment flexibility for up to 25% of eligible employee compensation, limited to $54,000 per eligible employee (2017).

SEP IRA

Investment flexibility for 25% of eligible compensation for small business and self employed.

Money Purchase

Consistent contributions, investment flexibility for up to 25% of eligible employee compensation, limited to $54,000 per eligible employee (2017) for business with high stable earnings and self employed.

412 (e) (3)

Maximum consistent contributions for business with stable earnings and owners close to retirement and self employed.

Contact Us

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

KYP FINANCIAL

4110 Edison Avenue, Suite 203, Chino, CA 91710, US

(909) 464-9500

Hours

Today

Closed

Drop us a line!

Cancel

Our Partners