Partnering with TRA...the Advantage is Yours!

The TRA Solo(k) is a retirement savings plan specifically designed for Self-Employed business owners with no common-law employees (includes corporations, partnerships, sole proprietors and limited liability corporations). As a result of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) owner only businesses can contribute the maximum employer and employee contributions allowed under a 401(k) Profit Sharing Plan.

Up to $49,000 ($54,500 if age 50+) per year may be contributed and deducted from income, depending on the specific situation.
Business owners select how assets are invested. Any investment, excluding life insurance as long as it is held in a single custodial account.
Investments grow tax deferred - no taxes until money is distributed.
Upon retirement age, the investments may be rolled over into an IRA to continue to grow tax deferred.
TRA Solo(k) is easy to set up and easy to manage.

TRA Solo(k) is designed to make closing the sale and opening a plan easy - from the simple adoption agreement to the direct sales support -- financial professionals can maintain focus on helping their clients. TRA provides everything necessary to qualify prospects, present the package and close the sale:

Who can establish a TRA Solo(k) Plan?
Proposals in seconds: Use our Proposal Tool to create an attractive proposal to hand to a client.
Compliment a pitch with brochures, flyers, prospecting tips and marketing campaigns.

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Partnering with TRA...the Advantage is Yours!

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