Get yourself ready for a well-deserved retirement.
Our goal is to ensure you have the freedom to enjoy whatever lifestyle you choose once you decide it’s time to retire. That’s why we take a holistic approach to helping all of our small business clients. In addition to offering sophisticated business transition advice, we’re here to help you thoroughly consider your options when it comes to your personal finance and retirement investment strategies.
For small business owners and self-employed individuals, a great option to consider is our SEP IRA. It’s an easy, low-cost retirement plan that lets you deduct your contributions like a Traditional IRA—tax-deferred. Only with SEP IRAs contribution limits are significantly higher, so you can build your retirement savings even faster.
If it sounds like SEP plans could be right for your business, consider these couple of things:
Do you have variable cash flow?
SEP IRAs offer flexible annual contribution requirements.
Do you have a limited number of employees?
SEP IRAs typically work best for business owners with smaller workforces.
For help deciding what’s right for your company, and to discuss your full range of options, talk to a SunTrust advisor at 866.732.1687. Or learn more about eligibility, contributions and other SEP benefits now.
Find out more about making solid investments for your future with Private Wealth Management.