For sole proprietors, the top priority typically is winning new business while delivering great value to current customers.
That daily “balancing act” can take so much of your time, it’s easy to lose sight of your long-term goal: maximizing your retirement savings and minimizing your tax liability.
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That’s why it’s so important for “solopreneurs” to know about Cash Balance Plans (CBPs). We work with many sole proprietors at Shore Tompkins, and even the few who have heard of CBPs often don’t know the impact these plans can have on their long-term wealth.
See the numbers for yourself by clicking the image above/right. Once the PDF opens, download it to your device so you can easily refer back to it. Then, call Kathy Tompkins or call Neil Shore at Shore Tompkins to discuss (free, confidentially, and with no obligation) whether a Cash Balance Plan might be right for you.