Retirement Accounts & Tax Savings

CENTURY 21 Redwood Realty offers agents two convenient ways to save for retirement and set aside funds for taxes through automatic deductions from commission payments.

Choose the option that best fits your financial goals.

Option 1: Self-Service Through Fidelity

Open and manage your own Fidelity account while taking advantage of automatic deductions from your Redwood commission payments.

💰 Tax Savings Account (Brokerage Account)

Automatically set aside a percentage of each commission to help prepare for quarterly or year-end tax obligations.

🏦 SEP IRA

A retirement savings account designed for self-employed professionals that offers potential tax advantages while helping you build long-term retirement savings.

📋 How to Set Up Automatic Deductions

Step 1: Open Your Fidelity Account through https://www.fidelity.com/open-account/overview.

➡️ For Tax Savings

Choose "Open a Brokerage Account"

➡️For Retirement Savings

Choose "Open a SEP IRA account"

Step 2: Complete Your Account Setup

Follow Fidelity's online prompts to establish your account.

Step 3: Download Your Direct Deposit Instructions

Once your account is open, download the Direct Deposit Instructions letter containing your routing and account numbers.

Step 4: Submit Your Information

Email the following to commissions@c21redwood.com:

Your Fidelity Direct Deposit Instructions letter
The percentage of each commission you'd like automatically deposited into your account

⚠️ Important: Automatic deductions will begin once the Commissions Team receives and processes your request.

💡 Need to make changes? You can update your deduction percentage at any time by contacting the Commissions Team.

Option 2: Professional Financial Planning Through Revolution Wealth

Looking for personalized financial guidance beyond retirement savings? Revolution Wealth provides comprehensive financial planning and wealth management services designed to help you build, manage, and protect your financial future.

Why Choose Revolution Wealth?

As a fiduciary, Revolution Wealth is legally obligated to act in your best financial interest by providing financial advice and investment recommendations designed to support your long-term financial goals.

💼 Certified Financial Planning Services

Minimum Annual Advisory Fee: $2,500

This is the minimum annual fee to receive ongoing Certified Financial Planning and wealth management services from Revolution Wealth.

Services Include

Personalized financial planning
Investment portfolio management
- Stocks
- Bonds
- Mutual Funds
Retirement planning
Real estate investment planning
Cash flow analysis
Budgeting and financial coaching
Education planning
Estate and trust planning

Working with Revolution Wealth gives you access to experienced financial professionals who can create a personalized financial strategy based on your goals, assets, and future plans.

📊 Compare Your Options

Feature	Self-Service Through Fidelity	Revolution Wealth
Account Management	Self-managed	Professionally managed
Advisory Fee	None	$2,500 minimum annual advisory fee
Automatic Commission Deductions	✔️	✔️
Personalized Financial Planning	—	✔️
Investment Management	Self-directed	Professionally managed
Best For	Agents comfortable managing their own savings	Agents seeking ongoing financial planning and wealth management

*Fidelity may charge account or investment-related fees depending on the investments you choose.

❓Questions?

Fidelity Account Setup & Commission Deductions

For questions about automatic deductions or submitting your account information, contact:

commissions@c21redwood.com

Revolution Wealth Financial Planning

Interested in learning more about Revolution Wealth's financial planning and wealth management services?

Contact the Revolution Wealth team directly to schedule a consultation.

Bradley C. Wilks, LACP

Co-Founder | Managing Director, Revolution Wealth

📧 Email: bradley@revolutionwealth.com

📱 Mobile: (571) 748-9493

🌐 Website: www.revolutionwealth.com

📆 Schedule a Meeting: Calendly – Brad Wilks

Andrew D. Evans, CFP®, ChFC®, CPFA®, BFA

Co-Founder | Director of Financial Planning and Analysis, Revolution Wealth

📧 Email: andrew@revolutionwealth.com

📱 Mobile: (845) 337-8576