401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table.
We put together this comparison chart, which looks at the ideal business for each plan, the guidelines for employers and employees, and access to the assets. Clarity in this process is essential. Fill in the form below to download the chart and start the process!