Employee Incentive Plans

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Retirement Planning Services, Business Coaches & Consultants, Financial Planners

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Today: 8:00 am - 5:00 pm

26 Years

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(512) 258-4040Call Visit WebsiteVisit Website Map & DirectionsDirections12466 Los Indios TrlAustin, TX 78729 Write a ReviewWrite Review

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Mon - Fri:	8:00 am - 5:00 pm

Employee Incentive Plans

Tax Planning
Employee Incentive Plans, Inc (EIP) will assist you in developing a plan best suited for your organization. To do so, we will complete a thorough analysis of various factors such as workforce demographics, business and individual tax planning, funding considerations, administrative requirements and much more. The analysis provides us with a blueprint to design a retirement plan that maximizes benefits and best meets the specific needs of your organization. Plan design considerations generally involve - employee eligibility, pre-tax and roth, automatic election, employer funding, vesting, distribution options and more.

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Email

BBB Rating

Extra Phones

Phone: (512) 220-0591

Neighborhoods

Los Indios, Northwest Austin

AKA

Employee Incentive Plans Inc

Employee Incentive Plan AKA Bruce A Rice

Other Links

https://www.eip.net/contact

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Categories

Retirement Planning Services, Business Coaches & Consultants, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Pension & Profit Sharing Plans, Tax Return Preparation

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Details

Phone: (512) 258-4040

Address: 12466 Los Indios Trl, Austin, TX 78729

Website: https://www.eip.net/contact

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Employee Incentive Plans

Tax Planning
Employee Incentive Plans, Inc (EIP) will assist you in developing a plan best suited for your organization. To do so, we will complete a thorough analysis of various factors such as workforce demographics, business and individual tax planning, funding considerations, administrative requirements and much more. The analysis provides us with a blueprint to design a retirement plan that maximizes benefits and best meets the specific needs of your organization. Plan design considerations generally involve - employee eligibility, pre-tax and roth, automatic election, employer funding, vesting, distribution options and more.
Estate Taxes
Tax Services
Income Tax
Once you reach age 70 1/2, the IRS requires you to take withdrawals from your retirement accounts. These required minimum distributions (RMDs) must be taken to avoid a 50% penalty that may be imposed by the IRS. RMDs are taxed as ordinary income on your personal federal income tax return and are not eligible for rollover. If you are age 70 1/2 or greater and have questions, please contact our office for more details.

Investment Management
Personal Rate of Return is calculated using a time-weighted formula, commonly used by financial professionals and the investment management industry. This method factors in the relative dollar-weighted cash flow to measure the rate of return for a portfolio. There are other methods to calculate a portfolio rate of return, so alternate formulas may yield different results. As a reminder, past performance is no guarantee of future results.
Mutual Funds
Account balances containing only mutual fund positions are calculated and updated using the prior business day's closing price for the applicable securities. Mutual fund distributions and capital gains can affect your account value and typically have a 1-3 business day settlement period before your account is updated. Pending transactions may not be reflected in this amount.
Wealth Management
AtlasMark Financial is EIP's boutique wealth management firm that serves private, high net worth families across Texas and the United States. By becoming part of our private wealth management group our team will relieve the stress, time and difficulties that come with managing large sums of family or individual wealth.

Accounting Services
Payroll Services
If a participant takes a loan from their retirement account, please follow the loan repayment instructions for proper documentation and payroll processing.

Financial Planning
Tyler Tasset MS, CFP® graduated from the University of Arkansas with a Bachelor of Business Administration degree in Finance & Accounting and has a Masters in Personal Financial Planning from Texas Tech University.
Retirement Planning
Track Retirement provides a supplemental tool to help assist participants when making savings decisions generally believed to affect retirement planning and financial wellness. The program is provided as a convenience and is not a substitute for speaking to a tax adviser or financial professional.
Asset Management
College Funding

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