Associated Pension Consultants

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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(209) 478-5558Call Visit WebsiteVisit Website Map & DirectionsDirections5345 N El Dorado StStockton, CA 95207 Write a ReviewWrite Review

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Associated Pension Consultants

Tax Planning
Mr. Daby spends a substantial amount of time cultivating new business opportunities and enjoys educating clients and financial professionals about the intricacies of plan design, tax planning strategies, and their integration with successful business development. He maintains that APC’s high-touch service model has lent itself to efficiently run plans and many dear relationships. Jeff regularly speaks to professional groups, providing training to those in the fields of tax preparation and financial advice.

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Extra Phones: TollFree: (866) 726-7576
Location: El Dorado Executive Plz
Other Link: https://e-apc.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (209) 478-5558

Address: 5345 N El Dorado St, Stockton, CA 95207

Website: https://e-apc.com

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Associated Pension Consultants

Tax Planning
Mr. Daby spends a substantial amount of time cultivating new business opportunities and enjoys educating clients and financial professionals about the intricacies of plan design, tax planning strategies, and their integration with successful business development. He maintains that APC’s high-touch service model has lent itself to efficiently run plans and many dear relationships. Jeff regularly speaks to professional groups, providing training to those in the fields of tax preparation and financial advice.
Tax Services
Roth IRA
Roth 401(k) distributions can be rolled to a Roth IRA; however a Roth IRA cannot be rolled into a Roth 401(k). The years accumulated under the five-taxable-year rule in a plan do not carry over to funds transferred to a Roth IRA. However, if the Roth IRA already exists, the transfer picks up the years already on record for the Roth IRA.
Tax Deductions
Income Tax
A 403(b) plan is a retirement arrangement for employers of nonprofit organizations that are exempt from federal income tax. They offer the ability for both employee and employer contributions with some distinct testing advantages.
Tax Deferral
Business Tax Return Preparation
Profit Sharing Contributions must be made by the business tax return due date, including extension, in order for your contribution to be deductible for the applicable tax year in question.

Mutual Funds
American Funds, one of the oldest mutual fund families, has been serving investors since 1931. With 29 mutual funds, American Funds is one of the three largest mutual funds families in the United States.
Wealth Management
John Hancock (formerly Manulife) is the 5th largest insurance and financial services company in the world - 2nd largest in North America. John Hancock offers a diverse range of financial protection products and wealth management services.

Accounting Services

Financial Planning
The CPC credential is offered by ASPPA to benefit professionals working in plan administration, plan actuarial administration, insurance, and financial planning.
Retirement Planning
An Enrolled Actuary is an actuary who has been licensed by a Joint Board of the Department of Treasury & Department of Labor to perform a variety of actuarial tasks that are required for pension plans in the U.S.
Annuities
Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - their business is built around supporting, preserving and enhancing their customer's lifestyles and providing better retirement outcomes.
Asset Management
Voya Financial, Inc. (formerly known as ING Group) offers a comprehensive array of financial services to more than 13 million private, corporate and institutional clients in the United States, including banking, insurance and asset management.

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