Business Owners
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For business owners, personal and business finances are the same system. Retirement plan choices, entity structure, and self-employment tax all interact, and the eventual sale or succession is often the largest financial event of the owner's life.
These guides cover starting out, choosing a retirement plan, and planning well ahead of a sale or transition.
Pension Plan Options for Small Business Owners
Defined benefit and cash balance plans can allow larger contributions than typical retirement accounts. See how they compare.
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Retirement Plan Options for Small Business Owners
Solo 401(k), SEP IRA, SIMPLE IRA, and more. See how common small business retirement plans compare.
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What Issues Should I Consider as a Business Owner or 1099 Worker?
Self-employment changes the planning picture. See the long-term issues worth thinking through.
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What Issues Should I Consider When Planning for the Sale, Disposition, or Succession of My Business?
An exit plan takes years to build well. See what to consider for a sale, transfer, or succession.
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What Issues Should I Consider When Starting a Business?
Starting a business affects your personal finances as much as your professional life. See what to plan for.
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