Non-Qualified Retirement Plans

Non-qualified retirement plans are funded by employers and are more flexible than, but do not have the tax benefits of, qualified retirement plans. Benefits are paid at the retirement age in the form of annuities, which are taxed as ordinary income tax, or in lump sum payments, which can be transferred into an IRA to defer taxes. Our professionals can assist you with the best non-qualified retirement plan for your business. 

To schedule an appointment, please call (314) 480.1393 or email info@summit-advisory.com.