Small Business Finds BIG Retirement Potential


Written by: Jon McGraw

You’ve achieved success as a small business owner.  There’s a good chance you’ve been contributing to a retirement plan along the way, maybe an IRA, SEP or SIMPLE plan—the plans commonly used by small businesses.  Here’s the rub, these plans all have modest contribution limits that eventually cap tax savings and nest egg building potential!

Getting to the next level doesn’t have to be complicated nor full of burdensome administrative headaches and added expenses. Buttonwood has assisted numerous small business owners, from sole proprietors to owners of larger companies, step up their retirement savings game.  One recent success story: a sole proprietor client took her retirement contribution potential from $5,500 to $52,000.  It was as simple as going from IRA to I-401(k)!*

As a “Family CFO” we’ve created many financial strategies uniquely suited for small business owners well beyond retirement plans, including:

  • Cash Flow
  • Debt Structure
  • Tax
  • Insurance
  • Investment
  • Succession Strategies, to name a few.

The way we see it, your small business is your gateway to a world of personal satisfaction and financial opportunity!

Want to talk more about your financial opportunities?  Contact us at (816) 285-9000 for a confidential conversation.

*“I” refers to Individual or Solo-401(k) plans.

 MLB Baseball Jerseys