Business owners often devote years of time, energy, and money into building their companies, sometimes assuming the business itself is the retirement plan. While your business may be a valuable asset, relying on it as your only source of retirement income can be risky.
Retirement planning looks very different when you own the business instead of working for one. While most people can simply sign up for a 401(k) and call it a day, business owners juggle a unique mix of opportunities and challenges—balancing personal savings, tax strategy, and the future of the company they’ve worked so hard to build. It’s easy to assume your business is your retirement plan, but relying on a future sale or smooth transition alone can leave you vulnerable.
The good news? With the right tools and guidance, business owners can create a retirement strategy that’s flexible, tax-efficient, and aligned with their long-term estate planning goals. This guide walks you through the options, risks, and smart moves to help secure your financial future well beyond your business.
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