A Smarter Way to Strengthen Your Business and Reduce Taxes

With tax season here, now is the time to evaluate your business finances and identify opportunities to improve tax efficiency.

A customized retirement plan strategy may offer significant advantages, including reducing taxable income, unlocking tax credits, building long-term savings, and enhancing your ability to attract and retain employees.

And the impact goes beyond the numbers. Studies show that 62% of employees seriously consider the availability of a retirement plan when deciding whether to accept or stay in a job, and 76% are more likely to be drawn to companies that demonstrate a commitment to their financial well-being¹. In other words, offering a plan can strengthen both your team and your bottom line.

With the right plan in place, you can maximize your tax savings while delivering real value to your team. And, you don’t have to manage it all. Through our trusted partner, Avantax Retirement Plan Services, we offer a turnkey solution that handles plan setup, administration, investment management and participant support—so you can stay focused on running your business while we take care of the rest.

The Avantax® Difference

• Plans designed for your unique company’s demographics and growth.
• Comprehensive fiduciary coverage and administrative services.
• Collaboration with a tax advisor to provide comprehensive tax-saving strategies.
• Automatic features to increase employee participation, education and savings.
• Profit-sharing design options offering flexibility for owners and key employees.
• Annual plan reviews to adjust for market trends and maintain compliance.

Whether you are ready to explore your options or just have questions, we’re here to help. Spring and tax season offer a natural opportunity to review your financial plan, uncover tax-saving opportunities, and ensure every part of your strategy is working together. You can schedule a meeting with me directly by emailing timohm@rigglewealth.com or call the office at 717-630-1001. I look forward to helping you elevate your business with an employee retirement plan.