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Retirement Strategies

When owning a business, retirement planning brings with it a whole new level of complexity.  Utilize GreenoCPA to maximize your retirement planning.  Our comprehensive support will consist of:

Evaluating employer retirement plans.
Provide professional analysis of current plans.
Provide recommendations to meet short and long term goals for retiree and recipient employees/families.
Review and assess tax implications of plans.

There are varying goals for employers interested in professional retirement planning.

  • Maximize tax savings
  • Increase employee incentive
  • Control benefit costs
  • Maximize benefits to the owner/key personnel
  • Help attract and retain valuable employees
  • Offer employees the benefit of saving for retirement using pre-tax dollars
  • Maintain flexibility in the overall financial plan to be able to adapt to changing circumstances
  • Minimize cost of adopting plan
  • Minimize administration costs
  • Maintain a competitive benefits package
  • Offer employees a vehicle to accumulate tax-deferred funds for retirement
  • Simplicity of design allowing for in-house administration
  • Exclude/include leased employees
  • Provide vehicle for employees to contribute part or all of the cost of the plan
  • Utilize a particular investment planner or institution


Let GreenoCPA give you a free consultation about your current retirement strategy.

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