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Maximize Your Tax Savings. Secure Your Future.

MyPensionTree is the leading retirement planning solution for small business owners and self-employed professionals. Our personalized plans help you save more on taxes while building a secure financial future.

  • Save up to $69,000 annually with tailored retirement plans.
  • Quick and easy setup in under 15 minutes.
  • Expert guidance to navigate complex tax laws.
Start Your Plan Calculate Savings First

Joined by 0 new business owners this month

Tax deadline approaching: Deadline today!

Confident small business owners planning for retirement
$8,700 avg tax savings
15‑minute setup
Expert guidance

1. Select your business type

2. Your annual income

$120,000

See Your Options

Based on your inputs, we recommend:

Solo 401(k)

  • Higher contribution limits than SEP-IRA for owner-only businesses
  • Combine employee deferral and employer profit sharing (up to $69,000)
  • Catch-up contributions if age 50+
  • Loan feature available (borrow up to $50,000)
  • Roth and pre-tax options available

Estimated Tax Savings: $24,000

Get Started

SEP-IRA

  • Simple, low-admin alternative for those who want flexibility
  • No annual IRS filing requirements
  • Great for businesses with fluctuating income
Get Started
Lisa T.
“I saved $34,200 this year and it took less than an hour of my time.”

— Lisa T., LLC Owner

Join 1,000+ Satisfied Clients

Got Questions?

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Call us now 1-866-580-9530

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My Pension Tree, LLC is a group of Qualified 401(k) and Pension Plan Consultants. We consult self-employed individuals and small business owners on the design, setup, and administration of 401(k) and Cash Balance Pension plans.

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Head Office Address:

121 Alhambra Plaza,
10th Floor - Suite 19 & 20
Coral Gables, Florida 33134

info@mypensiontree.com

1-866-580-9530

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