Retirement and Tax Advantaged Accounts
Delta Equity and Pershing offer a complete collection of IRS approved qualified retirement plan documents for individuals and small businesses. Our staff provides support in understanding the complex regulations and procedures governing to these accounts and assists clients to navigate and execute time critical transactions in these tax advantaged accounts.
In addition to traditional IRA's, Roth IRA's, 401(k) and Profit sharing plans, Delta Equity offers Health Savings Accounts, Educational IRAs and Donor Advised Funds and other tax advantaged savings vehicles. These are described in more detail below:
Retirement Plan Services
Donor Advised Funds
Health Savings Accounts