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We are excited your Employer has selected us to help with your retirement
Your employer has provided a great benefit to help with saving for your retirement, what next? We are committed to working together to collaborate with you and your employer to help plan and invest for your retirement.
Please refer to the following steps in our process to best manage expectations, stick to a timeline and maintain efficiencies.
Please reach out at retirementplans@hdqwealth.com if you ever have additional questions
A 401(k) plan is a company-sponsored retirement account to which employees can contribute income, while employers may match contributions. With a traditional 401(k), employee contributions are deducted from gross income. This means the money comes from your paycheck before income taxes have been deducted. As a result, your taxable income is reduced by the total amount of contributions for the year and can be reported as a tax deduction for that tax year. No taxes are due on either the money contributed or the investment earnings until you withdraw the money, usually in retirement.
A Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) IRA plan is an easy-to-manage savings plan that lets participants save for retirement with tax-deferred dollars. Contributions in this plan get invested in a similar manner to traditional Individual Retirement Arrangements (IRAs), where individuals contribute to their plan with pre-tax dollars and investments can grow tax-deferred until they are withdrawn.
We are your advisory firm and here to assist in the investment selection and management of your overall plan. We are a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the complex needs of each client and work with them to achieve their goals.
Our goal has been to create a home for people enjoy and trust, that seamlessly places your goals & needs above our own. We are confident that our value provided FAR outweighs any cost of service that may be rendered.
HDQ Wealth LLC "HDQW" is a state registered investment advisor and provides asset management and related investment advisory services for clients nationally. HDQW will file and maintain all applicable registrations as required by the state securities regulators and/or the U.S. Securities and Exchange Commission (“SEC”), as applicable. HDQW renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment advice in any jurisdiction where such offers or solicitation would be illegal. This material is not to be construed as specific investment advice or recommendations for you, which can only be provided after a careful evaluation of your circumstances, investment objectives, risk tolerance, and other factors relevant to your investment needs. You should be aware that investments can fluctuate in price, value and/or income, and your investments may lose value. Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative. Past performance is not a guarantee of future results. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
HDQ Wealth LLC will provide all prospective clients with a copy of our current Brochure and Brochure Supplement prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
If you have any questions regarding Compliance and Regulatory information, please email info@hdqwealth.com
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