Jeffrey S. McLeod

Guides (2):

Simplified Employee Pension Plans in the Small Businesses
November 10, 2006
A SEP plan allows an employer to make contributions toward an employees' retirement, and if self-employed, his or her own retirement.

Tax Deferral Power and Protection
July 25, 2006
What is a Tax-Deferred Annuity? A tax-deferred annuity is a contract between you and the insurance company with guaranteed interest and guaranteed annuity income options. There are no upfront sales charges or administrative fees during the life of your contract.

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