As small business owners, you have a lot on your plate, and BPG Planning recognizes that TIME is your most valuable asset. We realize that it is important to consider a retirement plan that's right for you, your employees, and your business. Investing some time upfront in plan selection and design can help maximize your benefits from tax breaks, give your money a chance to grow, and help attract and retain talent.
You don't have to make a decision or do the planning alone! We recommend sitting down with your CPA and Financial Advisor to explore all of the plan options available to understand the limitations and benefits of each option and how it can help with your business planning and overall business strategy, including tax planning. After all, not all retirement plans are created equal, and each business's goals are different.
To help get you started, Brian Pitell, Founder and Investment Advisor Representative, sat down with Mike Keenan, Managing Partner, and CPA, with The Keenan Group to discuss the 2022 Small Business Retirement Plan options.
In this video, they share important information about the common plan options and everything you need to consider when choosing between an IRA-based plan or a defined contribution plan. At BPG Planning, we believe that time is your most valuable asset, and we are dedicated to helping you pursue your financial goals so that you can spend more time doing what's most important to you and building your business.
We offer a variety of tax-advantaged small-business plans for self-employed professionals, entrepreneurs, business owners, and their employees. Let us help you find a plan that's right for your business!
Your BPG Planning Team