Markowitz Enrollment - Web Book - Ready - Flipbook - Page 2
PICTURE IT NOW! YOUR FINANCIAL FUTURE
WELCOME TO THE PLAN
PICTURE IT NOW! Your Financial Future
Welcome to the Markowitz, Ringel, Trusty & Hartog, P.A. 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 Markowitz, Ringel, Trusty & Hartog, P.A. You’ll also
learn how to put together a mix of investments that’s right for you based on
your age, risk tolerance, and unique financial circumstances. After reviewing
the basics of asset classes and investment performance, you’ll be ready to
choose investments that meet your needs.
We at Markowitz, Ringel, Trusty & Hartog, P.A. 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 Markowitz, Ringel, Trusty & Hartog, P.A. Profit
Sharing Plan.
Should you have any questions about how your plan works, please call
800-393-9900.**
Sincerely,
Jerry Markowitz
*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 Plan’s 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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