Saving for retirement as a business owner is not always a priority. When you can save, make sure you use the right plan for you.

Make sure you are getting the most out of your employer.

Use this checklist to help better understand your Social Security benefit.

The right account for you depends on your situation. This flowchart can help you understand what may be the best course of action.

As you save, make sure you do so in the most beneficial manner. This checklist can help you make those decisions.

Do not be tempted by a lump-sum option. It is only meant to save the company money. Know your numbers and make an informed decision.

Understanding your RMD ensures you take it on time, but also helps with tax planning in your retirement.

Depending on your earnings history, you may be better off taking a spousal benefit. This flowchart can help you determine the next steps.

An HSA can be a good addition to your plan, but you must be eligible. This flowchart can help you determine your eligibilty.

Is a Traditional 401(k) right for your business?

If you spouse passes away, you may be entitled to their benefit. Use this flowchart to help determine your eligibility.

Depending on the type of business you own, and the number of employees you have, a SEP or SIMPLE may be the best option.

The tiny details are what can derail your retirement. As you prepare to retire, work through this checklist of things to consider.

Annuities have their place in retirement planning. This checklist can help you determine if one is right for you.

Do not invest your money blindly. Know what you own and how it is performing. This checklist provides all the questions to ask your advisor.

Before taking money from your IRA, you should check for penalties. Use this flowchart as a guide to prepare yourself for potential penatlies

There are important financial dates that occur throughout the year, that you do not want to miss. Use this list a resource to stay on track.

Filing for Social Security should not be done blindly. This flowchart can help you understand the consequences of pulling your benefit early

The Secure Act 2.0 created more planning options for 2024 and 2025. Use this checklist as a guide to those changes and how you can benefit.

If a traditional IRA is right for you, do not immediately assume that you can deduct your contribution. Use this flowchart first.