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Small Business Owners

Small Business Owners and Sole Proprietors

Small business owners face unique challenges in planning for retirement:Path from Beach

  • what retirement accounts are available for small business owners?
  • which type of account makes the most sense for me?
  • how can I manage the competing cash flow needs of the business, pay estimated taxes, and save for retirement?
  • how can I coordinate my spouse’s employment benefits with mine to minimize costs and maximize benefits?

Contact us to gain a better understanding of your tax picture and find ways to take advantage of the incentives to save for retirement.





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