• Facebook - Black Circle
  • Twitter - Black Circle
  • LinkedIn - Black Circle

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Samra Wealth Management, A Member of Advisory Services Network, LLC.  All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed.  All economic and performance data is historical and not indicative of future results.  All views/opinions expressed herein are solely those of the author and do not reflect the views/opinions held by Advisory Services Network, LLC. The information and material contained herein is of a general nature and is intended for educational purposes only.  This does not constitute a recommendation or a solicitation or offer of the purchase or sale of securities. Before investing or using any strategy, individuals should consult with their tax, legal, or financial advisor.

© 2018 by SAMRA WEALTH MANAGEMENT, A Member of Advisory Services Network, LLC.

Business Retirement Plans

401(k) Plans

  • Seamless 401(k), 403(b) Plan Transfer

  • Modernize your current plan, with:​​

    • Traditional 401(k)​

    • Roth 401(k)

    • Profit Sharing Plan

    • Defined Benefit/Cash Balance

  • We aim for a 50% cost savings, over your current plan.

  • Enjoy a customized investment selection, to suit your business and your employees. 

    • 3(38) or ​3(21) available

  • Strategies that allow you to contribute up to $331,000 per individual, per year.

Executive Compensation Plans

  • Rewards key employees in a discretionary manner

  • Easy to implement and maintain

  • Premiums are immediately tax-deductible

  • Employer is not obligated to make premium payments

Employee Stock Ownership Plans (ESOP)

  • An employee stock ownership plan is a qualified defined contribution retirement plan that is invested primarily in the common stock of the sponsoring company. It is unique among retirement plans in that it can borrow money. This allows the ESOP to be a flexible succession strategy for a business owner who, is looking to sell all or part of their business.

  • Tax-advantaged way to transition ownership

  • Improve productivity and employee satisfaction and retention.