Optimize Your Practice's Retirement Plans

Setting up a retirement plan for your practice can be a significant advantage for both you and your employees. It not only facilitates future savings but also enhances your ability to attract and retain top talent. Additionally, a well-structured retirement plan offers substantial tax benefits, potentially including tax credits under the SECURE 2.0 Act for implementing a 401(k) plan.

If your practice already has a retirement plan, it’s crucial to regularly review it and compare it with other available options. Are you using the most advantageous plan for your practice’s needs?

Together let’s ensure your practice is making the most of retirement planning opportunities.

• Selecting the Right Retirement Plan Options: Understand the different types of plans available, including 401(k) and cash balance plans, and choose the best fit for your practice
• Maximizing Tax Benefits: Explore how various plans can provide tax advantages, including new credits under SECURE 2.0
• Evaluating Cash Balance Plans: Assess the potential pitfalls and benefits of cash balance plans.