"We pride ourselves in our ability to provide objective and unbiased investment advice."

 

Pension Planning

If you are a business owner, a retirement plan is a great way to recognize the hard work of your employees. Retirement plans vary in terms of the ways in which you reward your employees, the control you have over investments, and the amount of administrative detail required.

At Landaas and Company, we can help make your business retirement plan a reality. We have a full suite of retirement accounts to help you achieve your long-term financial plan. 

  • Simplified Employee Pension plan (SEP)
  • Savings Incentive Match Plan for Employees (SIMPLE)
  • Profit Sharing Plan
  • Safe Harbor 401(k)
  • Traditional 401(k) Plan
  • Roth 401(k) Plan
  • Individual(k) Plan
  • IRAs
  • We Supply and Monitor Investment Policy Statements

 

Succession Planning

Whether you plan to retain or sell your business at death, disability or retirement, you need expertise to help you structure an arrangement to maximize the tax and financial benefits to you and your family. We work with the appropriate professional to make sure you have the proper succession planning strategies, including buy-sell agreements (such as stock redemption and cross-purchase agreements), the use of life insurance, grantor-retained annuity trusts and family limited partnerships. We work with you and your advisors to develop strategies that maximize control if you wish, while still allowing the business to smoothly transition whenever you choose.

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