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Business Solutions

Small Business Retirement Solutions

Tax-Free Retirement Account

A tax-free retirement account can be a great benefit for both employers and employees. By offering this type of account, employers can attract and retain top talent, as it shows they are invested in their employees' long-term financial well-being. Additionally, employees can enjoy the benefits of tax-free contributions and withdrawals, which can help them save more money for retirement in the long run. Overall, a tax-free retirement account is a win-win for everyone involved.

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SEP IRA

A Simplified Employee Pension (SEP) IRA is a retirement plan that can benefit both small business owners and their employees. For owners, a SEP can provide a tax-deductible contribution to their own retirement savings while also offering a low-cost and easy-to-administer retirement plan for their employees. Employees can benefit from the plan by receiving contributions from their employer and having the opportunity to save for their own retirement. Overall, a SEP IRA can be a valuable tool for small businesses looking to provide retirement benefits to their employees while also saving for their own future.

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Roth IRA

A Roth IRA can be a great investment option for small business owners and their employees. With a IRA, contributions are made with after-tax dollars, which means that withdrawals in retirement are tax-free. This can be especially beneficial for those who expect to be in a tax bracket in retirement. Additionally, a Roth IRA can provide a sense of security for employees, as they have control over their own retirement savings and can take their account with them if they leave the company.

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401K

A 401k plan can be a valuable tool for small businesses to attract and retain talented employees. By offering a retirement savings plan, employers can demonstrate their commitment to their employees' long-term financial well-being. Additionally, contributions to a 401k plan are tax-deductible for the employer, and employees can benefit from tax-deferred growth on their contributions. Overall, a 401k plan can be a win-win for both small businesses and their employees.

Free Consultation

Tax-Free Retirement Account

A tax-free retirement account can be a great benefit for both employers and employees. By offering this type of account, employers can attract and retain top talent, as it shows they are invested in their employees’ long-term financial well-being. Additionally, employees can enjoy the benefits of tax-free contributions and withdrawals, which can help them save more money for retirement in the long run. Overall, a tax-free retirement account is a win-win for everyone involved.

Free Consultation

SEP IRA

A Simplified Employee Pension (SEP) IRA is a retirement plan that can benefit both small business owners and their employees. For owners, a SEP can provide a tax-deductible contribution to their own retirement savings while also offering a low-cost and easy-to-administer retirement plan for their employees. Employees can benefit from the plan by receiving contributions from their employer and having the opportunity to save for their own retirement. Overall, a SEP IRA can be a valuable tool for small businesses looking to provide retirement benefits to their employees while also saving for their own future.

Free Consultation

Roth IRA

A Roth IRA can be a great investment option for small business owners and their employees. With a IRA, contributions are made with after-tax dollars, which means that withdrawals in retirement are tax-free. This can be especially beneficial for those who expect to be in a tax bracket in retirement. Additionally, a Roth IRA can provide a sense of security for employees, as they have control over their own retirement savings and can take their account with them if they leave the company.

Free Consultation

401K

A 401k plan can be a valuable tool for small businesses to attract and retain talented employees. By offering a retirement savings plan, employers can demonstrate their commitment to their employees’ long-term financial well-being. Additionally, contributions to a 401k plan are tax-deductible for the employer, and employees can benefit from tax-deferred growth on their contributions. Overall, a 401k plan can be a win-win for both small businesses and their employees.

Free Consultation

Trevor Sinclair

Trevor is the dynamic and innovative Marketing Director at Smart Retire, where he leverages his extensive experience in digital marketing and strategic planning to enhance the company’s presence in the retirement solutions sector. With a keen eye for market trends and a deep understanding of consumer behavior, Trevor has been instrumental in developing cutting-edge marketing campaigns that resonate with Smart Retire’s target audience. His leadership has not only elevated the brand’s visibility but also significantly contributed to its growth and success. Trevor’s approach combines creative thinking with data-driven strategies, ensuring that Smart Retire stays ahead in a competitive industry. His commitment to excellence and his ability to inspire his team are key drivers behind Smart Retire’s robust marketing initiatives.

Taylor Wagers

Taylor is an indispensable member of the Smart Retire team, serving as the Administrative Assistant with unparalleled dedication and expertise. With a rich background in social media, Taylor brings a wealth of knowledge that has proven to be invaluable in enhancing the company’s online presence and engagement strategies. Her proficiency not only streamlines administrative operations but also enriches the company’s connectivity and interaction with its audience. Taylor’s contributions are a testament to her commitment to excellence and her pivotal role in the success of Smart Retire.

Sarah Hickey

Sarah is a highly skilled financial strategist affiliated with Smart Retire, providing expert financial guidance to individuals and families in Monroe, GA, and beyond. With a deep understanding of the intricacies of retirement planning, She is committed to helping her clients achieve their long-term financial goals with confidence and clarity. Through Smart Retire’s innovative approach and Sarah’s personalized strategies, she empowers her clients to navigate the complexities of retirement with ease, ensuring a secure and prosperous future. With her dedication to excellence and a client-centric approach, Sarah has established herself as a trusted financial professional, guiding her clients towards a fulfilling retirement lifestyle tailored to their unique needs and aspirations.

Shelly Mason

Shelly Mason, the esteemed Founder and CEO of Smart Retire, embodies a fusion of visionary leadership and extensive expertise in small business retirement solutions. With nearly a decade of dedicated experience in the field, Shelly has pioneered innovative approaches that empower small businesses to navigate the complexities of retirement planning with confidence and efficiency. Her commitment to excellence and unwavering dedication to client success have positioned Smart Retire as a beacon of reliability and innovation in the industry. Through her strategic guidance and deep understanding of the evolving landscape of retirement planning, Shelly continues to shape the future of financial security for small businesses and their employees alike.