Contact Us
Ask Yourself
Red Flags
Definitions
FAQ's
Fee Schedule
Credentials
ADV Disclosure
Broker Check
FINRA
SIPC
401(k) OPTIMIZER

FUTURE LEGACY

21631 Stevens Creek Blvd.#C,
Cupertino, CA 95014
(See Map)

Tel:
(408) 446-3337

Fax:
(408) 446-1333

E-mail:
marika@futurelegacy.com
Circle of Financial Health >> Plan >> Employment & Small Business

Employment & Small Business

Issues to consider relative to your income producing activities:

  • If you are an employee:

    • 401k, 403b rollovers into IRAs (Individual Retirement Accounts independent from your employer)

    • Deferred Compensation, Executive Bonus Plans

    • Stock Options, Key Employee benefits,

    • Pension plans

    • Job security and future income projections


  • If you are an employer: (See more under Companies tab)

    • Existing, or creating new 401k plans – your fiduciary responsibilities.

    • Employee retaining incentives

    • SEP IRA, Keogh Plan etc., contributions.


  • If you have partners in your small business:

    • Business continuation plans (I.e.: If your partner dies, who will take over and run his part of your business? His wife? – or his teen-age son?)

    • Will you acquire their share if they die? Can you finance such purchase?

 

Our purpose is not to answer specific questions but to direct your attention to a few possible problem areas. Should you become our client, we will address those issues in depth. (See more under "Corporations" tab and under "Circle of Financial Health > Protect > Corporate Plans" tab)