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Retirement Strategies for Small Business Owners: Make Your Money Work For You!

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As a small business owner, planning for retirement is crucial for securing your financial freedom. In this video, founder Hunter Brockway of Boca Retirement Strategies provides a comprehensive overview of common retirement saving strategies for small business owners. He discusses various methods such as the Simple IRA, SEP, Solo 401k, Traditional and Roth IRA, and the innovative ‘Simple 401k’.

He also explores the idea of opening a taxable investment account in your business’s name for those with unpredictable cash flow or new startups. By considering which plans offer you higher contribution limits, tax advantages, or flexibility, you can make strategic decisions to optimize your retirement plan.

Download Our Workbook

We’ve put together a comprehensive workbook that walks through the ten most critical areas of retirement planning. After years of working with retirees and pre-retirees: there’s almost always at least one area they haven’t fully considered.

Maybe it’s understanding how much they can actually spend without running out of money. Maybe it’s realizing that their tax bill in retirement might be higher than they expect. Or maybe it’s discovering they could be leaving six figures on the table with their Social Security strategy.The workbook includes reflection questions, real case studies, and specific action steps you can take. It’s designed to help you identify where you’re on track and where you might need to focus more attention.

There’s no cost, no obligation, and no pressure. Just practical information to help you make better decisions about the retirement you’ve worked so hard for.

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