Are you feeling overwhelmed by the complexity of small business retirement plans?

 

In this episode, Zacc Call and Laura Hadley are joined by their Capita colleague, and recurring guest, Tyson Long to analyze and provide detail surrounding various retirement plan options for small business owners. Their suggestions are not one-size-fits-all but rather catered to consider factors like the number of employees and annual saving goals. Listen as they highlight the need for more simplification and better options for small business owners.

 

Throughout the episode, Zacc, Laura, and Tyson discuss:

 

• The pros, cons, and ideal scenarios for utilizing a Simple Account, IRA, Solo 401k Plan, SEP IRA, Simple IRA, and Company 401k Plan 

• The proposed simplification of the 401k system for smaller companies and the potential benefits it could bring 

• The tax flexibility and other benefits offered by non-retirement accounts 

• The opportunities in alternative investments, such as real estate and private businesses

• And more!

 

Resources:

• Guided Path 1-4 Retirement Income Risks with Tyson Long, CFP, CPWA
• Guided Path 3-5 Real Estate with Tyson Long, CFP®, CPWA®
• Guided Path 3-6 Navigating the World of Alternative Investments with Tyson Long, CFP®, CPWA®
• Guided Path 4-4 Retiree Tax Strategies: Helping You Save Money On Taxes

 

Connect with Capita Financial Network:

 

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Tyson Long, CFP®, CPWA®

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network

 

Connect with Tyson Long:

• LinkedIn: Tyson Long, CFP®, CPWA®