Qualified Plans


Qualified retirement plans are plans that may give your business a tax break for contributions you make on behalf of your employees. These plans are described in the I.R.S. tax code401(k) plans are perhaps the most commonly known, but there are other plan options (i.e., 412(e) plan) that may work well for your business.

Our business advisors will provide plan options that may be ideal for your business. Contact us today to schedule a Free consultation.

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“Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Universal Retirement designed a plan for us that works great because I can make contributions when I have a good month.

When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.

They really understood our needs and designed a plan that was perfect for our family!”

Michelle Grant
Realtor, Realty One Group

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