Tax Qualified Retirement Plan비지니스에 운영중에도 은퇴 후를 위한 개인 재정플랜은 적극 필요합니다.
비지니스의 형태, 경제적 상황, 직원 구성비 등 여러가지 여건을 고려하여 플랜 선택이 달라질 수 있습니다. 소득세 공제를 받으면서 은퇴 준비를 효율적으로 준비하실 수 있습니다.
가입 고려 대상 사업체
사업주를 위한 은퇴플랜
SEP IRA / SIMPLE IRA
사업체 IRA Plan
Contribution Limit 2022
– SEP IRA : $61,000
– SIMPLE IRA : $14,000 + $3,000(age 50+)
Defined Contribution Plan
Contribution Limit 2022
Profit-Sharing : $61,000
401(k) : $20,500 + $6,500(age50+) + p/s portion
– Traditional
– Safe Harbor
– Solo 401(k)
Defined Benefit Plan
The annual benefit limit for defined benefit plans 2022: $245,000
– Traditional Actuarially Funded
– Defined Benefit Select
– Fully Insured 412(e)(3)
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