An Owner-Only 401(k) Plan An owner-only 401(k) plan is a way to combine the tax advantages of an employer-sponsored retirement plan with pre-tax personal retirement savings.
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Table of Contents A Financially-Independent Retirement
Page
2
Sources of Retirement Income
2-3
What Is an Owner-Only 401(k) Plan?
3
Owner-Only 401(k) Plan Highlights
4
Contribution Comparison: Incorporated Business
5
Contribution Comparison: Unincorporated Business
6
Owner-Only 401(k) Plan Tax Summary
7
Owner-Only 401(k) Plan Advantages and Disadvantages
8
The Power of an Owner-Only 401(k) Plan
9
The Roth 401(k) Option
10
Important Information
11
Geoff Thompson
Synergistic Life and Estate 5512 W. L awrence Chicago, Il 60630 Office: (800) 320-4192 geob4u@gmail.com http://finsecurity.com/geob4u February 05, 2018