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Retirement Solutions for Small Business Owners

Retirement Solutions for Small Business Owners

April 13, 2023

As a small business owner, the burden of saving for retirement falls squarely on your shoulders, but a smart strategy can quickly turn that burden into an advantage. With the right plan, you can potentially keep and save more of your earnings while reaping important tax benefits. 

The plan you choose will depend on the size of your business and how it’s structured, as well as your anticipated income and tax situation. 

Take a look at the brochure Small Business, Big Opportunity, which provides a high-level overview of the most popular plans for small business owners. In addition to the benefits listed, many ERISA-qualified retirement plans offer important asset protection. If you have more complex needs, you may require more sophisticated strategies that combine qualified and non-qualified plan solutions. 

If you have any questions or would like to discuss your unique situation, give the office a call to schedule a no-cost business ownership consultation. 

This communication is designed to provide accurate and authoritative information on the subjects covered. It is not however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.