The Small Business Owner Qualified Retirement Plan “Catch Up”
We have all worked with clients who made a late start to their retirement planning. This is particularly common for small business owners, who have been busy growing their business rather than allocating their capital to a more traditional retirement plan. As the business matures and retirement age nears, these clients need help making up for lost time. Join the team at LIFE Brokerage for a session focused on strategies that maximize retirement plans for these business owners, resulting in far larger deductible amounts than those available through more traditional defined contribution plans.
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.
