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The Complete Blueprint to Retirement Strategies for Small Business Owners
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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.
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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.