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.
Free PDF downloadRetirement 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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