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401k & IRA Planning

LKT Financial is excited to announce 401k and IRA planning from our experts in the field! 

Want to provide the most benefit for your employees? Want your employee retention rate to increase? Then you need to start providing them a more secure future and we can help! 

Setting up a 401k may seem like it is out of your grasp if you are an up and coming business with only a few employees and you may have already completely written it off. With the introduction of Multiple Employer Plans in 2020, your startup or small operation can get HUGE benefits! Let us handle the organization, guidance, and federal guideline hassle so you can focus on what's most important; your business! 

Already have a 401k and not sure what it really goes into ? Looking to change it over to a different style 401k? Concerned you may be leaving money on the table with the new Secure Act Tax Credits? These are all things we can handle for the more established companies! 

Let’s not leave out Individual Retirement Accounts and their importance as well! We handle Traditional/Roth IRAs, SIMPLE IRAs, SEP IRAs, and other Keogh Plans to make sure your retirement is in line with your goals! 

What we bring to you: 

-Years of experience in retirement planning, retirement account creation, and peace of mind -Taking care of the ever changing laws and regulations to make sure you are in compliance -Access to the best custodians/money managers to take the burden off your shoulders and make accessing your accounts a breeze. 

We cover: 

-401ks (Traditional/Roth, Safe Harbour, Profit Sharing Plans) 

-IRAs (Traditional/Roth, SIMPLE, SEP, Keogh Plans) 

-Any update to laws/requirements from Federal regulation, Tax Credits, or general quality of life optimization. 

If anything about what you have in place seems uncertain or you are looking to maximize your employee benefits, reach out today!

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Let's Get Started

Thanks for submitting!

Justin Ditmore
VP LKT Holdings

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