An Owner-Only 401K

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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

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Sources of Retirement Income

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What Is an Owner-Only 401(k) Plan?

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Owner-Only 401(k) Plan Highlights

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Contribution Comparison: Incorporated Business

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Contribution Comparison: Unincorporated Business

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Owner-Only 401(k) Plan Tax Summary

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Owner-Only 401(k) Plan Advantages and Disadvantages

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The Power of an Owner-Only 401(k) Plan

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The Roth 401(k) Option

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Important Information

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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


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