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Tina Smith
2024-07-01T15:33:54-06:00
RESOURCES
2024 IRS Limits
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Safe Harbor 401(k) Plans
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Map Advisor Value Add
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Cash Balance Plan Basics
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Prospecting Worksheet – Print
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Prospecting Worksheet – Fillable PDF
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What is a Controlled Group
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Tax Advantages of a Qualified Plan
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Secure 2.0 Estimated Tax Credit Calculator
(Up to 50 Employees)
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Secure 2.0 Estimated Tax Credit Calculator
(51 to 100 Employees)
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Tax Credits for Starting a Plan
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Map Retirement Sales Team
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Secure Act 2.0 and Business Opportunities
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