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Small Business Retirement Plans

A retirement plan for your business can provide you with several important benefits:

• Build your own retirement assets
• Assist in attracting and retaining critical talent
• Reduce personal income taxes
• Shelter assets from creditors

  Selecting the right plan from so many alternatives: 401(k) (regular, single-person, Roth, Safeharbor), SEP, Simple IRA, Profit Sharing, Defined Benefit, Cross-tested.... can be a challenge. We can guide you through the maze of plan features, benefits, and costs based upon:

• How much you want to be able to save toward retirement
• Whether the business can afford to make any contributions toward retirement accounts
• How much administration is required by a plan
• How much the administration costs
• What the ages and lengths of service are for your employees

  By understanding your goals and the business' situation we can help you determine the most cost-effective plan that meets your savings and affordability goals.

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Securities and Advisory Services Offered through LPL Financial, Member FINRA/SIPC. The LPL Financial Registered Investment Advisor Representatives and Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Ohio and New York. © All Seasons Financial 2009