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There are many rewards to running your own successful business.  The flexibility to customize a retirement plan tailored to your goals is just one of those rewards.  You need a plan that works well today - and in the future as your business grows.  Whether you’re a sole proprietor, LLC or S Corp, there’s an option for you.  

All of the options we lay out reduce your current taxes while your assets grow tax-deferred.  You’ll begin paying taxes when you take money out later in retirement, but only on the actual dollars withdrawn.  

The ideal retirement has evolved over time.  There are a growing number of people who want a mix of work and play, especially if they are able to do so at a younger age.

You may not have heard the term HENRY before - it refers to a High Earner, Not Rich Yet.  There is no standard definition for HENRYs, however, we at AssetGrade have come to think of them as people who: