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Right on the heels of a making profit in your practice or company comes a retirement plan. The most common is a Simplified Employee Pension Plan more commonly known as a SEP. Companies with more than two or three employees usually opt for a 401(k) profit Sharing combination. Professionals and executives not satisfied with the government limitation of $59,000 on these plans can now save $200,000 or more a year.

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The new tax law passed recently surprised many of us involved in the creation of retirement plans, as only a few changes apply or will actually affect retirement plans in the end. This was a bit of a pleasant shock because when it comes to government debt reduction, retirement plans have always been firmly on the chopping block. 

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Benefit Equity Inc. is considered by industry experts as one of the leading firms in its space. That acknowledgment comes from the knowledge and experience of the company, led by Gorelick, who mastered the business from his uncle, Robert H. Gorelick, the CEO and Chairman of the firm.

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Local retirement administration firm Benefit Equity, Inc., recently raised $4,400 for Orange County’s Council on Aging with its 4th Annual Golf Classic, held on Nov. 3rd 2017 at the Tustin Ranch Golf Club.

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Here in California, we have emergency plans for everything — earthquakes, forest fires, regular fires and even the forthcoming full solar eclipse in August (yes, you might need those special really cool glasses). But for those profitable business owners nearing their 50’s who have been saving for retirement using their company’s 401(k) Profit Sharing Plan, Benefit Equity President and Senior Pension Consultant, Michael Gorelick has some good advice.

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