Business Owner Tax & Retirement

S-corp compensation, retirement-plan design, Solo 401(k)s, Cash Balance Plans and tax-efficient wealth accumulation.

Is a cash balance plan worth it?
How much should I pay myself from my S corp?
Solo 401(k) or SEP IRA — which is better for me?
What can I do to reduce taxes as a business owner?
Which retirement plan lets me save the most without creating a problem for my business or employees?
Can I collect Social Security and still own or work in my business?

Financial Intelligence Center