Business Owner Blueprints
Content to help business owners learn how to grow and protect their largest asset.
Small Business Retirement Plans Made MoreRewarding with New Tax Credits
Many business owners focus their energy on growing their company but often delay establishing a personal retirement plan—leaving much of their wealth concentrated in a single, illiquid asset: the business itself. The SECURE Act 2.0 now offers a compelling reason to act.
Today’s Planning for Tomorrow’s Value
Choosing a business structure is an essential first step for any entrepreneur. However, the ultimate value of a business depends largely on early, comprehensive planning that integrates personal objectives, business growth and value strategies, tax efficiency, and risk management.
Important Disclosure
This material is intended for informational purposes only and is not intended to be a substitute for specific individualized tax or legal advice, as individual situations may vary.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). SilverStar Wealth Management, Inc., Bluespring Wealth Partners, LLC, Kestra IS, and Kestra AS are affiliated through common ownership by Kestra Holdings.
Investor Disclosures: www.kestrafinancial.com/disclosures
You should consult with appropriate financial, tax, or legal professionals before implementing any considerations discussed.
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Strategies to Create, Grow, Protect, and Distribute Wealth Tax Efficiently While Minimizing Risks.