Benefits to You, The Financial Advisor

• A large, steady stream of investment dollars each year that you can invest and manage for your client.

• Turn-Key administration. Consultants will help you prepare proposals and handle all paperwork related to the Plan's setup and ongoing tax reporting.

• No need for you to be a technical specialist. It's simple to present, easy to sell. From presentation to close - it's often a matter of a few days.

• Drives referrals of new clients. Astute investors who sign up for TRA Solo(k) will tell friends and colleagues who also might benefit.

Benefits to Your Clients

• Tax savings each year. Annual contributions to TRA Solo(k) are business expenses and fully deductible.

• High contribution to a qualified retirement plan. Clients can contribute each year for retirement.

• Tax advantages continue into retirement. Investment account may be rolled into an IRA account to continue tax deferred growth at plan termination.

• Builds wealth faster. Investments grow tax-deferred. Clients may enjoy a higher rate of compounded growth compared to paying current taxes on gains.

• Room to grow. Best of all, if individuals start growing their business and adding employees, it’s a snap to convert to a 401(k) plan for companies with more than two employees. The Retirement Advantage is a preferred third party administrator and a select partner with AllianceBernstein, American Funds, AUL/OneAmerica, AXA Equitable, Great West, The Guardian, Hartford Life, ING, John Hancock, Lincoln Financial Group, Nationwide and Principal Financial Group, Mass Mutual,Unified Trust, 401kASP, Ascensus, UNIFI and Ohio National - just to name a few. We also have an open architecture product with access to hundreds of mutual funds through our TRA Select daily valuation product.