Your Self-Employed Client Needs A Retirement Plan

Your self employed client needs a retirement plan.

"Selling their business," doesn't count.

It's easy.

Here's how:

• Set up plan adoption agreement

• Open Retirement Brokerage account with you

• Defer up to $23,000 in 2024 ($30,500 if over age 50)

• Prior to business tax filing add another 20%-25% of salary from company

• Max out in aggregate at $69,000 or $76,500 if over age 50

• Roth deferrals available, loans available

• You help manage the assets

It's not difficult at all.

Client saves in taxes.

In your client's eyes, "You are a genius."

Let us know when you are ready to get started: sales@401kinabox.com