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EP 25: Maximizing Small Business Retirement Plans

Oct 1, 2023

With the challenges that come from creating and running a small business, most small business owners spend a majority of their time dealing with the day-to-day tasks necessary to keep the business moving forward. This often leaves little time to consider the various retirement plans that are available which can provide significant tax advantages to the small business owners and their employees. In this episode, we discuss the various small business plans available to small business owners and how implementing the right retirement plan can accelerate their wealth accumulation by hundreds of thousands and potentially millions of dollars over their career. If you are interested in learning how small business retirement plans can help you accelerate your wealth accumulation, maximize your retirement savings, and minimize your tax burden, we think you’ll enjoy this episode. Thanks for listening! For more details on small business retirement plans, check out our blog post covering the same topic at https://pw-wm.com/learn/tax-planning/maximizing-small-business-retirement-plans/.

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For more details on small business retirement plans, check out our blog post covering the same topic.

About The Podcast Hosts

Steve & Nathan

Steve and Nathan have a passion for teaching others about finances and how to build the financial independence that is achievable with the proper planning. In their roles at Prairiewood Wealth Management, both Nathan and Steve focus on providing comprehensive financial advice to ensure their clients have a coordinated plan that covers all aspects of their finances including their investments, insurance, estate plan, and charitable giving goals.

As Certified Public Accountants (CPAs), both Nathan and Steve believe that one of the most overlooked aspects of financial advice is the tax impacts that result. Accordingly, a core focus of the advice they give centers on integrating tax strategy into the overall financial advising process.

Steve and Nathan are excited to share their knowledge through this podcast as well as their blog with the goal of helping you effectively manage your family’s wealth and ensure you have a comprehensive and coordinated plan for your future.

About Steve & Nathan