The Traditional IRA is a good option for those who may be in a lower tax bracket when withdrawals are made.
The Roth IRA is a good option for those who may be in a higher tax bracket when withdrawals are made.
A Simplified Employee Pension plan (SEP) is an employer-sponsored, tax-favored retirement plan that offers small businesses an attractive alternative to standard profit sharing plans. It is an excellent choice for self-employed individuals, as well as partnerships and corporations.
South Lakeland (Headquarters)
5015 South Florida Ave.,
Lakeland, FL 33813
724 South Florida Ave.,
Lakeland, FL 33801
1000 Legion Place, Suite 1200
Orlando, FL 32801
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