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W-2 employees have it easy when it comes to retirement choices. They decide to contribute to the employer plan and possibly having a traditional or Roth IRA. Self employed people have many more decisions to make in choosing a retirement plan. As a small business owner, just a few of your choices are a SEP IRA, solo 401k, new comparability plan, a profit sharing plan, or SIMPLE IRA. Different factors are considered when choosing the right plan. Maybe you want flexibility with annual employer contributions or maybe you want maximum tax-deferred savings. Whatever your goals are, we can walk you through the options and recommend a retirement plan that fits your needs.
Contact us to learn more… |
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Email us us today to set up a complimentary introduction meeting.
Feel free to give us a call
if you have any questions
or would like to get started
with your financial planning
at 619-688-1192. |
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