Ep. 22 - Adding a Retirement Plan to Your Business: Which One Is Right For You?
The Unconventional Investor · Michelle Moses
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Show Notes
If you're a business owner wanting to maximize tax savings, exploring retirement plans could be a good fit. We have Sara Johnson, QKA®, AIF®, CPFA®, a specialist in this field, here to guide you on when, how, and what type of plan aligns with your goals.
This might be the best time to start a plan! Numerous tax credits are available to start your retirement plan in 2024/25– someting that has never been offered before.
Throughout our discussion, we weigh the pros and cons of each plan, assisting you in identifying which plan to choose. Implementing a retirement plan also means creating a valuable benefit for your employees.
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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.