Your Path to Retirement Security Starts Here
Tax-optimized retirement plans for small business owners and self-employed professionals. Secure your future with expert guidance and transparent pricing.
Five Steps, One Clear Path
Navigate from initial qualification through plan implementation and long-term growth with transparent milestones and expert support.
Compare Your Options
Choose your business structure to view tailored retirement plan recommendations, complete with contribution limits, tax benefits, and setup complexity.
SEP-IRA
- Contribution limit: $69,000
- Tax benefit: Up to 25% of compensation
- Setup complexity: Low
- Ideal for: Solo business owners and freelancers
Solo 401(k)
- Contribution limit: $69,000 + $7,500 catch-up
- Tax benefit: Deferrals + profit-sharing
- Setup complexity: Medium
- Ideal for: 1099 contractors, small teams
Cash Balance Pension
- Contribution limit: $100k–$265k+
- Tax benefit: Significant above-the-line deductions
- Setup complexity: High
- Ideal for: High-income owners (45+)
Tax Savings Calculator
Input your age and income to instantly estimate potential annual tax deductions.
Frequently Asked Questions
Still have questions?
Contact us today