Retirement Plan Basics

26 May

(H) Retirement Basic Plans

(H) Retirement Basic Plans

Tuesday, May 26, 2015 (1:00 PM to 3:00 PM)

MIAMI HQ, MIAMI, Florida

You're Registered!

This class is complimentary for Miami members and $25 for non-members.

Sign-in: 12:30 pm

Class: 1:00 pm - 3:00 pm

Members: Complimentary

Non-Members: $25

Learn the difference between your 401(k) and your IRA, and what the big deal is about a Roth or a SEP IRA.

This seminar provides an overview of retirement plans for companies and individuals, the benefits of offering them within an organization, and how to decide on the right plan. It offers you vital, actionable information on the best strategies to save for retirement, while maximizing your tax efficiency.

Did you know that as a self-employed individual you can contribute up to 25% of your income, and up to $53,000 to certain retirement plans for 2015, while significantly reducing your tax obligation? Sign up, and find out how.

As an employer, business owner or self-employed individual, you may want to establish one or more retirement plans for yourself and/or your employees. Having a plan can provide significant benefits. There are many different types of retirement plans, however, and choosing the right one for your situation is a critical decision. You want a plan that will meet both your goals as the employer and the needs of any employees you may have. In addition, it is important to balance the cost of establishing and maintaining a plan against the potential benefits.

MIAMI HQ - Conference Room 3
MIAMI HQ (Conference Room 3)
700 S. ROYAL POINCIANA BLVD.
SUITE 400
MIAMI, FL 33166

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Delvin Joyce
Delvin Joyce earned a B.A. in Marketing from James Madison University where he was a member of the football team. Shortly after leaving JMU, he signed a free agent contract with the New York Football Giants and played for 3 seasons from 2002-2004. He also had a brief stint with the New York Jets in 2005 before retiring and settling in Charlotte, NC. Delvin joined Prudential in October of 2006 and is the Managing Director of Prudential’s South Florida Agency.