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Crown Haven Wealth Advisors Carmel, Indiana

Crown Haven Wealth Advisors

Specializing in working with retirees and pre-retirees in developing investment, income and estate plans in the Carmel and Indianapolis areas of Indiana.

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401k Rollover, Contributions

401(k) plan is the most popular type of employer-sponsored retirement plan in America. Millions of retirees depend on the money they have invested in these plans to provide for them in their retirement years, and many employers see a 401(k) plan as a key benefit of the job. Few other plans can match the relative flexibility of the 401(k).

  • Because 401(k) are qualified retirement plan, are eligible for special tax benefits. Do you know what these are?
  • Are you investing part of your salary, up to an annual limit.
  • Do you know if your employer is matching some part of your contribution.
  • The money will be invested for your retirement, usually in your choice of a variety of mutual funds. We advise our clients
  • Does your employer offer a Roth 401(k). The type of account requires the employee to pay income tax immediately on the contributions. However, after retirement, the money can be withdrawn with no further taxes due on either the contributions or investment earnings.

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Crown Haven Wealth Advisors
11555 N Meridian Street
Suite #560
Carmel, IN 46032
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317-564-4691

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Investment Advisory Services offered through Crown Haven Wealth Management, LLC.
Insurance Products offered through Crown Haven Wealth Advisors, LLC
Tel: 317-564-4691
Crown Haven’s Form ADV | Disclaimer | Privacy Notice

Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.