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Tax Planning

Common Retirement Plans For Small Business Owners

Updated 12/01/2024

Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’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 discussing your client’s goals regarding:

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

To frame a comprehensive discussion with your business owner clients, consider pairing this with the “Common Pension Plans For Small Business Owners” guide.

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Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
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Am I Eligible For A Qualified Business Income (QBI) Deduction?
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Should I Set Up A Traditional 401(k) For My Business?
Category: Tax Planning
What Issues Should I Consider As A Business Owner Or 1099 Worker?
Category: Working / Accumulation Phase, Tax Planning, Life Events
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
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