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Here's a way for independent professionals to create a retirement plan that can build assets fast and deliver big tax savings, too. These plans must be established by year-end, so now is a good time to approach clients and prospects.
Now is a great time to present retirement plans to small-business owners worried about their future. They've got the assets plus the inclination, and they're looking for professional guidance.
This new retirement-savings option is attractive for a wide range of clients who have a home-based or small business, allowing them to save more, with advantages previously only available to group plans.
For many very small businesses, recent changes make simplified employee pension plans, or SEPs, an even more appealing option. Review the advantages and disadvantages for your clients.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024