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Retirement Planning Made Easier with Wallstreet Partnership

River Region Credit Union members who own small businesses have a new member benefit.

Small business owners looking for help setting up a retirement plan, now have access to Wallstreet Group Advisors LLC to answer questions about retirement plans, address common misconceptions and help you save money.

Their financial planning expertise can position your small business to make a big impact in employee retention, tax savings, and more.

Benefits of Retirement Plans for Small Businesses Include

  • Tax deductions for plan-related expenses (including employer contributions)
  • Potential tax credits
  • Great employee benefits for recruiting and retention

 

Benefits of Retirement Plans for the Employee Include

  • Less obstacles to saving for the employee (can easily be withheld each pay period)
  • Meaningful tax benefits
  • Easy access to Wallsteet’s financial advisors

 

Interested in Learning More?

Complete the fields below and a Wallstreet representative will reach out to answer your questions.

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For members interested in setting up a retirement plan with Wallstreet

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