A retirement plan is essential when selling your business. While the sale may provide substantial financial resources, a comprehensive retirement plan helps ensure those resources are effectively managed to replace the income from business operations, diversify investments to mitigate risk, and address both lifestyle and estate planning considerations. Sole proprietors and pass-through entity owners are eligible to contribute as much as $69,000 per year to a Solo 401(k) or SEP IRA, offering both immediate tax benefits and the opportunity for tax-deferred investment growth.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
