Is Your Exit Strategy Just Hope?
As a business owner, you're used to planning for tomorrow, but are you actively funding your retirement today?
Too many entrepreneurs assume retirement plans are too costly, too complex, or only for large corporations. They rely on a risky future sale that may or may not cover 30 years of living expenses.
This focused, demystified workshop will show you how to stop delaying and start building your financial legacy now.
What You Will Learn (And Why You Must Act Before December 31st):
- Owner vs. Company: How the right plan can turbo-charge your personal savings while also supporting your employees (if you have them).
- Free Money Alert: How to capture up to $5,000 in startup tax credits and new employer contribution credits, often covering the entire setup cost of your new plan.
- Owner Power Moves: Simplified strategies for solo entrepreneurs (Solo 401(k), SEP IRA) that allow you to put away tens of thousands of dollars, tax-deferred.
- Crucial Deadline: Which plans must be formally adopted before the December 31st deadline to maximize your 2025 tax deductions. We'll show you the flexible options (like the SEP IRA) you can still fund later if you miss the cut-off.
- Find Your Fit: The simple two-question decision tree (Employees? Savings Goal?) that points you to the perfect plan for your cash flow and growth stage.
Stop trading time for complexity. Join us to learn how to turn retirement planning from a burden into a powerful, tax-reducing business strategy.
Register Now to Lock In Your 2025 Tax Savings.
