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Business Owners

Retirement Plan Options for Small Business Owners

Overview

Choosing a retirement plan as a business owner is really a question about your business, how many employees you have, how much you want to contribute, and how much administrative complexity you're willing to take on.

A solo owner with no employees has very different options available than a business with a growing team, which is why this decision is worth revisiting as the business changes.

What this checklist covers

  1. 1Solo 401(k) and SEP IRA
  2. 2SIMPLE IRA
  3. 3Safe harbor and traditional 401(k)

Common questions

Preview of the Retirement Plan Options for Small Business Owners checklist

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Related Resources

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