Exploring Retirement Planning, Innovations for Business Owners

Looking to enhance your retirement planning in 2025? In a recent podcast episode, James LaFleur explored some different strategies for business owners looking to improve their benefits plans and help ensure a secure future.

James shared some tax-saving opportunities, fiduciary must-knows, and powerful retirement plan options like cash balance plans. Some highlights include:

• Fiduciary Responsibility: Why business owners must carefully manage retirement plans
• Tax Advantages: How the Secure 2.0 Act offers new tax benefits
• Cash Balance Plans: A flexible option for small businesses looking to boost retirement savings
• Avoiding Mistakes: Common pitfalls in retirement planning and how to prevent them
• Future Trends: What’s next in retirement planning, and how business owners can stay ahead

Interested in learning more? Listen to the full Grow Your Business and Grow Your Wealth podcast here.