ProWealth LLC

ProWealth LLC

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Paul Habib is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Paul Habib is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Eagle Str

09/24/2021

πŸ“’πŸ“£ Business Owners πŸ“£πŸ“’

If you want to FUND a SIMPLE Plan for tax year 2021 it NEEDS
to be OPENED by 10/1/2020 – Employee will have until 12/31
to get their money in and the Employer will have until 4/15/2022
to get their match in
$13,500 – Contribution Limit - 2021
$16,500 – Catch-Up Limit for age 50 and over

If you want to FUND a SEP-IRA Plan for tax year 2021 it NEEDS
to be OPENED by 12/31/2020 – Employer will have until 4/15/2022
to make their contribution – NO employee contribution to a SEP
$58,000 – Max Contribution Amount - 2021
$290,000 – Max Compensation Considered
25% - Max contribution percentage allowed

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Telephone

Address


201 Jones Road
Waltham, MA
02451