Big Deductions.
Zero Admin Headaches.
Smart business owners don't settle for $70K limits. My Pension Tree offers business owners customized retirement plans, allowing tax-deductible contributions up to $214,083 more on average or more than a SEP-IRA, scaling retirement like their business.
Unlock Your Maximum Tax Savings
Complete our simple questionnaire to receive a comprehensive, personalized PDF report.
Business Type
What type of business do you own?
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Step 1: Qualify
Select your corporation type to see specific qualification criteria and guidelines.
Sole Proprietorship Requirements
You receive compensation through the following:
Form Schedule C: Receiving 1099-NEC or report gross income on Line 1.
You have qualified “compensation” from your business activities. What qualifies as “compensation”?
Net Business Profit subject to Self-Employed Tax reported on Schedule SE, Line 2. Also Reported on Form Schedule C, “Line 31”.
You have $300,000 or more in “Net Business Profit/Ordinary Business Income/Taxable Income” and you need a corporate funded deduction.
Reported On Form 1040, Part II “Adjustments to Income” on Line 16 ”Self Employed SEP, SIMPLE, and Qualified Plans”.
Compare Retirement Plans
SEP-IRA vs. 401K/Cash Balance Pension Plan