488 Blue Lakes Blvd N ste 107, Twin falls, id 83301 (208)944-9244

Strategic Financial Group
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    • Home
    • Businesses
      • 401k Plans
      • Simple IRAs
      • SEP IRAs
      • Group Life Insurance
      • Group Disability
      • Key Man Insurance
      • Retirement Plan Overview
    • Individuals
      • 401k & IRA Rollovers
      • Retirement Planning
      • Life, LTC, Disability
      • Medicare
      • Social Security
      • Other Advising Services
      • Tools
    • Resources
      • Caring.com
      • $ Assistance for Seniors
      • StudentLoan BestPractices
    • About Us
      • Our Staff
      • Disclosures & Links
    • Contact Us
Strategic Financial Group

Signed in as:

filler@godaddy.com

  • Home
  • Businesses
    • 401k Plans
    • Simple IRAs
    • SEP IRAs
    • Group Life Insurance
    • Group Disability
    • Key Man Insurance
    • Retirement Plan Overview
  • Individuals
    • 401k & IRA Rollovers
    • Retirement Planning
    • Life, LTC, Disability
    • Medicare
    • Social Security
    • Other Advising Services
    • Tools
  • Resources
    • Caring.com
    • $ Assistance for Seniors
    • StudentLoan BestPractices
  • About Us
    • Our Staff
    • Disclosures & Links
  • Contact Us

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  • Bookings
  • My Account
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  • Bookings
  • My Account

How does Strategic Financial Group Help?

Strategic Financial Group can help you choose the right plan for your business. Our advisors will be there to help you and your employees throughout the process. Feel free to give us a call at (208) 944-9244 or book at appointment now!

Book Now

Types of Retirement Plans

https://www.irs.gov/retirement-plans/plan-sponsor/types-of-retirement-plans

Individual Retirement Arrangements (IRAs) 

Roth IRAs 

401(k) Plans 

SIMPLE 401(k) Plans 

403(b) Plans 

SIMPLE IRA Plans (Savings Incentive Match Plans for Employees) 

SEP Plans (Simplified Employee Pension) 

SARSEP Plans (Salary Reduction Simplified Employee Pension) 

Payroll Deduction IRAs 

Profit-Sharing Plans 

Defined Benefit Plans 

Money Purchase Plans 

Employee Stock Ownership Plans (ESOPs) 

Governmental Plans 

457 Plans 

Multiple Employer Plans 

Retirement Plan Comparison Chart

https://www.irs.gov/pub/irs-pdf/p3998.pdf

Helpful Links

https://www.irs.gov/retirement-plans/help-with-choosing-a-retirement-plan


https://www.youtube.com/watch?v=QyAxMOPA7Z0


https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-ira-contribution-limits


https://www.irs.gov/retirement-plans/retirement-plan-forms-and-publications


Copyright © 2021 Strategic Financial Group - All Rights Reserved.


488 Blue Lakes blvd n

twin falls, id 83301

(208) 944-9244


Strategic Financial Group is a dba of Clear Creek Financial Management, LLC. a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. For firms utilizing a “Disclosure Page” please feature the following: Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Clear Creek Financial Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Clear Creek Financial Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.


Form CRS:

https://reports.adviserinfo.sec.gov/crs/crs_170602.pdf


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