Self Employed Retirement Plans
Independent contractors, self employed individuals and small business owners typically select the Solo 401k, SEP IRA, Defined Benefit Plan or Simple IRA. These self employed retirement plans are popular because they offer high annual contribution limits and some plans permit loans. Examine the features of these plans to determine which plan is appropriate for you. Learn more about Self Employed Retirement Plans.
Rollovers: 401k, 403b, 457, TSP
If you have a 401k, 403b, 457, TSP or some other retirement plan with a previous employer, you should strongly consider the benefits of transferring your retirement assets into a Rollover IRA. The Rollover IRA is a tax advantaged IRA account designed to receive retirement funds rolled over from an ex-employer’s retirement plan such as a 401k, 403b, 457 or Thrift Savings Plan. Learn more about Rollovers.
IRA / Individual Retirement Accounts
An Individual Retirement Account (IRA) is a tax advantaged retirement savings plan created by the US government to encourage individuals to save for their retirement. Some investments selected inside these accounts may include mutual funds, stocks, bonds, annuities and CDs. The two most popular IRAs setup by individual investors are the Traditional IRA and Roth IRA. Learn more about the IRA.
Wealth Management / Managed Accounts
BCM provides portfolio management to individual investors. Clients receive investment recommendations and guidance from an investment professional. BCM works with over 10,000 Mutual Funds and some of the nation’s most respected institutional Money Managers, responsible for managing portfolios for individuals, universities, charities and pension funds worldwide. Learn more about Managed Accounts.
Corporate 401k clients benefit from our retirement plan experience and expertise due to our existing relationships with numerous 401k providers. Our understanding of the corporate retirement plan marketplace enables us to find the retirement plan that is best suited for our clients. BCM helps small businesses and corporations establish new 401k plans. Learn more about the Corporate 401k.
Small Business Loans
Small business loans are often needed by small business owners, entrepreneurs and self employed individuals to provide capital to finance a start up business or franchise. Getting a new small business loan through banks and lending institutions can be difficult. Business owners are getting small business loans up to $50,000 using a Solo 401k loan. Learn more about Small Business Loans.