Selling Your Business: How to Save More for Retirement – 7.2.26
About this episode
This episode discusses retirement plan options for business owners with a focus on maximizing savings through various plans.
SELLING YOUR BUSINESS: HOW TO SAVE MORE FOR RETIREMENT WATCH ON YOUTUBE Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Kluge about retirement plan options available to business owners. They compare SIMPLE IRAs, SEP IRAs, and individual 401(k) plans while explaining how contribution limits, business growth, and future hiring plans can influence the right strategy. The conversation also explores profit-sharing contributions, plan flexibility, rollover opportunities, and ways business owners can maximize retirement savings. This episode is part three of BWFA’s Business Owner Series. To learn more about how BWFA can help with your exit strategy, visit our Merger and Acquisitions page. Read Full Description Business owners have several retirement plan options. However, choosing the right one depends on income, savings goals, and future business plans. In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Financial Planner Tyler Kluge about retirement plans designed for business owners. They compare SIMPLE IRAs, SEP IRAs…
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