Retirement Plans

401 / 403b / Solo 401k

Asset allocation, diversification, and rebalancing…

Retirement Plans

As life expectancy, inflation and the uncertainty of social security grows, the challenge of saving enough for retirement grows more difficult. In 1999, the Social Security Administration stated that Social Security Trust Fund Assets would be exhausted by 2034. At the same time, inflation has risen approximately 4.36% annually for the past 20 years, according to data provided by the Consumer Price Index. Since Americans are living longer, relying on social security and employer-sponsored plans may not be enough.

More than ever, retirement planning is critical. With all the different plans to choose from, it can be difficult to determine which plan will best suit your individual goals while maximizing your retirement savings. Questions surrounding affordability, administration and investment options can be overwhelming.

Your Athena Wealth Management financial consultant is your trusted resource in this selection process for many reasons. Athena Wealth Management consultants are experienced, with an average of 10 years as professionals in the financial services industry when they join our firm. And, as part of Athena Wealth Management they possess the ability to offer quality, retirement solutions.

Types of Retirement Plans

• IRA, Roth
• Solo 401(k), 401(k), Safe-Harbor 401(k)
• Solo DB, Defined Benefit, 412(i)
• 457• 403(b)
• Non-Qualified Deferred Compensation
• Profit Sharing Plan, Money Purchase Plan, Cash Balance Plans


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