RETIREMENT & SAVINGS PLANS

Retirement & Savings Plans

Retirement/Savings Plans – Individuals & Business

Advise businesses and executives on establishing employer-sponsored retirement plans that encourage employees to prepare for post-working years.

These programs are funded by both employee & employer pre-tax contributions, provide tax-deferred accumulation in working years, and in some cases, tax-free benefits at retirement.

Individual Benefits

Individual Retirement Account (IRA)

Roth

Traditional

529 College Savings

Coverdell ESA

Business-Sponsored Benefits

401(k) – Roth/Traditional

Savings Incentive Match Plan for Employees (SIMPLE)

Simplified Employee Pension (SEP)

Profit-Sharing

Employee Stock Ownership Plan (ESOP)

TO LEARN MORE ABOUT RETIREMENT & SAVINGS PLANS, PLEASE CALL SWARTZBAUGH-FARBER & ASSOCIATES, INC. AT 402-397-5800

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Contact Information

Financial Plaza

Address: 9140 West Dodge Road Suite 418 Omaha, NE 68114

Phone: 402-397-5800

Fax: 402-397-5424

Business Hours:

Mon - Fri: 8:30 pm - 5:00 pm
Sat - Sun: Closed

Our Location

Disclaimer

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Swartzbaugh-Farber & Associates, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0C10869

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

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Retirement & Savings Plans