Financial Calculators

CLH offers individuals and businesses a wide range of retirement savings plans, as well as plans for government entities, schools and universities, and 501(c)(3) organizations. This array of products includes:

Individual Retirement Accounts (IRA)

IRAs offer a tax advantaged way to save while giving your money the potential to stay ahead of inflation. There are two main types of IRAs:

• Traditional - offers tax-deferred investing and growth opportunities for retirement and other financial needs.
• Roth – allows after-tax investing with opportunities for tax-free earnings and withdrawals for retirement and other important goals.

Simple IRA

The Simple IRA is a retirement plan for small businesses and self-employed business owners. It allows employees to make salary reduction contributions with an employer participation, to provide retirement funds. It’s an ideal plan for small business owners who don’t want the burden of additional administrative costs.

SEP IRA

A Simplified Employee Pension (SEP) plan is a type of IRA designed for self-employed individuals and small business owners. It is the easiest plan to establish and administer. It consists of Employer contributions and all contributions are 100% immediately vested.

401(k) Plan – Corporate Benefit

We offer several 401(k) retirement savings plans to companies and institutions. A company sponsored retirement plan helps attract new employees and rewards current employees. The Simple K Plan is a simplified 401 (k) program that is also available for smaller business, including sole proprietors, partners, and corporations.

Annuities

Several types of annuities are available to provide you with tax-deferred growth or an income stream. Whether fixed or variable, deferred or immediate, we have a product that will fit your need. Talk to us today!

Other Investment Products

CLH has numerous other investment products from Mutual Funds to 529 College Savings Plans. Let us help you with our knowledgeable staff and excellent markets.

Financial Calculators

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