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Retirement Plans

Brenden Healy
Tax Partner

bhealy@wadvising.com | 860.524.4407

 

In this Whittlesey Minute, Brenden Healey, a Tax Partner here at Whittlesey, discusses retirement plans. He highlights the various options available to business owners and taxpayers to properly plan for their retirement. The following are just some of the many options available that can save dollars for retirement and maximize your tax savings today. 

Some Options Include:
  • Simple IRA
  • SEP IRA
  • Solo 401k Plan
  • Cash Balance Plans
If you would like to learn more about how to structure the proper retirement plan and maximize your tax savings, be sure to contact your Whittlesey Advisor today.

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