Businesses

Whether you’re a sole proprietor, partnership, LLC, S corporation, or nonprofit, you have many tax-saving options that allow you to save for retirement. Koenig Investment Advisory has experience working with sole proprietors and organizations on both employer-directed and employee-directed bases.

Contact us today to find out the easiest way to get started. Koenig Investment Advisory can advise you on and then implement retirement plans based on your needs.

Employer-Directed Funds

By their very nature, employee-directed funds have fewer restrictions on investment options. Employee-directed funds are available directly to qualified individuals covered under SEP or SARSEP plans or simple IRAs.
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Employee-Directed Funds

Under employer-directed plans, we work closely with company administration to establish the plan, set guidelines, and select from a defined set of investment options.
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