.png?width=1419&height=1800&name=img2%20(1).png)
.png?width=1389&height=1800&name=img3%20(1).png)
Free Download:
The Complete Blueprint to Retirement Strategies for Small Business Owners
%20.png?width=350&height=350&name=The%20Complete%20Blueprint%20to%20Retirement%20Strategies%20for%20Small%20Business%20OwnersMockup%20(1)%20.png "The Complete Blueprint to Retirement Strategies for Small Business OwnersMockup (1)")
Stop leaving retirement advice to someone else. This guide shows you how to use tax-smart retirement plans to save your clients money—and position yourself as their go-to strategist.
Enter your info below to download.
%20(1).png?width=200&height=222&name=Arrow%20Pointing%20Right%20%26%20Up%20(Yellow)%20(1).png "Arrow Pointing Right & Up (Yellow) (1)")
Download today The Complete Blueprint to Retirement Strategies for Small Business Owners
✓ SIMPLE IRA Breakdown – Discover the easiest way to offer retirement plans with new 2024 limits and Roth options for small teams
✓ SEP IRA Tax Advantages – How to unlock massive deductions for clients with inconsistent income or no employees
✓ Solo 401(k) Power Moves – Maximize tax-deferred and Roth savings—up to $76,500 per person, plus spousal stacking
✓ Roth & Backdoor Roth IRAs – Help high earners bypass income limits and achieve lifetime tax-free growth
✓ Defined Benefit Plans Demystified – For high-income clients, this overlooked option allows for six-figure contributions with guaranteed income
✓ Client Matching Made Easy – Know exactly which retirement plan to recommend based on entity, income, and goals
Download the guide now and confidently recommend the right retirement strategy for every client.