Brewer Enrollment - Web Book - 2024 - Flipbook - Page 2
PICTURE IT NOW! YOUR FINANCIAL FUTURE
WELCOME TO THE PLAN
PICTURE IT NOW! Your Financial Future
Welcome to the Brewer Orthodontics, PLLC 401(k) Profit Sharing Plan
(also known as the Plan). This employee benefit was developed specifically to
help you accumulate the money you will need to live a long and comfortable
retirement. The Plan is a retirement savings plan that allows your retirement
dollars to grow tax deferred using investment options that you select.
“What is tax-deferred growth? How do I choose investments?”
Good questions. The answers to these and other questions can be found in
this guide, developed for Brewer Orthodontics, PLLC. You9ll also learn how
to put together a mix of investments that9s right for you based on your age,
risk tolerance, and unique financial circumstances. After reviewing the
basics of asset classes and investment performance, you9ll be ready to
choose investments that meet your needs.
We at Brewer Orthodontics, PLLC are pleased to provide this Plan to our
employees, as it is one of the most valuable employee benefits available
today. We hope that you will use the information contained herein to make
the most of the Brewer Orthodontics, PLLC 401(k) Profit Sharing Plan.
Should you have any questions about how your plan works, please call
800-393-9900.**
Sincerely,
Breck Brewer
Trustee
*Withdrawals will be taxed at then-current rates. Early withdrawals prior to age 59 ½ may be subject to a 10%
penalty. **While telephone representatives are happy to answer questions about the Plan9s features and
investment options, they are not permitted to provide investment advice. For questions about the
investment options relate to your specific situation, please contact a qualified financial advisor.
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