Core

Retirement Planning

Build retirement savings while managing taxes.

About this strategy

Retirement planning can be both a long-term wealth strategy and a tax-planning opportunity. Depending on the business and individual, options such as IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, and Solo 401(k)s may allow tax-advantaged contributions and investment growth. Choosing the right plan involves balancing contribution limits, employee requirements, administrative responsibilities, and current versus future tax benefits.

Implementation resources

Slides, templates, and supporting videos.

Implementation Checklist - 401(k)

Use this checklist to evaluate 401(k) options and prepare for plan selection, setup, contributions, and ongoing requirements.

Slides

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Implementation Checklist - IRA

Use this checklist to evaluate IRA options, understand contribution requirements, and prepare to make and document eligible contributions.

Slides

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Strategy Overview - Retirement Planning

Learn about tax-advantaged retirement options and which plans may be available to business owners and individuals.

PDF

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