Common Retirement Plans for Small Business Owners
Check out the most common retirement plans to make the most of your retirement savings as a small business owner.
Choosing the right retirement plan shouldn’t be a guessing game, especially when your future financial security is at stake. Whether you’re self-employed, starting a business, or own an established small business, there are many tax-friendly retirement plan options designed specifically for small businesses.
Our latest guide puts Solo 401(k), Safe Harbor 401(k), Profit Sharing, SIMPLE IRA, and SEP IRA plans in one easy-to-compare chart. Quickly find answers to important questions:
Who is eligible to participate?
How much can you save each year?
What are the employer’s requirements?
What are the reporting requirements?
What options do you have for Roth features, vesting, and participant loans?
Our chart can help you make confident, informed choices to help you maximize your retirement savings opportunities.
Download your Common Retirement Plans for Small Business Owners Chart here
While checklists, charts, and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and to help identify what the best opportunities are for you.
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This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
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