DRDA

BORSA

RETIREMENT PLAN

FAQ

March

Your ROBS Plan Resource

Volume 10

 

Working to improve your future...

not just account for the past.

 

SUPPORT

 
 

Social Security: Current Status and Challenges


Social Security faces challenges related to financial shortfalls, rigidity, and inadequate coverage, despite strong public support. Experts suggest reforms, including increased funding and benefit indexing, to strengthen the program. The ongoing debate focuses on balancing its role as both an income replacement and anti-poverty safety net for Americans.

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SOLO 401(k) Plans


Solo 401(k) plans are an excellent retirement savings option for self-employed individuals and business owners with no employees. These plans allow high contribution limits, tax advantages, and exemption from complex 401(k) regulations. To maximize benefits, it's crucial to choose a provider with flexible plan features that align with your financial goals.

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Three Reasons Business Owners Should Consider Cash Balance Plans


Cash balance plans offer business owners higher retirement contributions, significant tax savings, and flexible funding options. They provide a simple, portable alternative to traditional pensions with structured employer contributions. DRDA integrates retirement planning with financial strategies to help businesses maximize benefits.

 
Read Article

RESOURCES

Streamline Your Retirement Plan This Tax Season with DRDA


As tax deadlines approach, DRDA ensures seamless compliance testing, Form 5500 filing, and record maintenance. Let our expert TPA services handle the details, so you can focus on your business.

 
Learn More
 
 

"The best way to predict the future is to create it."


― Abraham Lincoln U.S. President

 

Bryan Uecker

QPA, QPEC, AIF, AIFA


BORSA Manager and Retirement Plans



More information? Please contact me:

bryan.uecker@drdacpa.com

Schedule with me


 

Bryan Uecker: 281-954-6004

Main: 281-488-2022

www.borsa401k.com

www.drdacpa.com

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