Checklist

Business owners have many options when establishing retirement plans. Several key factors, specific to each business owner’s unique situation, must be considered in order to select the appropriate plan or combination of plans.

To help differentiate between the most commonly adopted retirement plans, we have created this chart. You can use this guide when comparing plan options and considering your goals regarding:

• Maximizing retirement savings
• Incentivizing employees
• Managing costs and administrative complexity
• Optimizing income tax planning

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Biden’s tax plan focuses on raising taxes on corporations and affluent households, while increasing credits for moderate- to lower-income households. This checklist can help guide high-income earners’ understanding around the highlights. Please also take a look at our companion piece “How Might President Biden’s Tax Plan Affect Me?”

Click Image To Download Free Checklist

Biden’s tax plan focuses on raising taxes on corporations and affluent households, while increasing credits for moderate- to lower-income households. This checklist can help guide your understanding around the highlights. For high-income earners, please take a look at our companion piece “As A High-Income Taxpayer, How Might President Biden’s Tax Plan Affect Me?”

Click Image To Download Free Checklist

If you have surplus cash on hand and would like to save for your future, this checklist provides an outline to help guide you through some of the options. Click to open and download pdf.