Retirement Plans for Business Owners: Building Wealth While Reducing Taxes

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Pam Jordan sits down with tax expert Alexis Sydney for a deep dive into retirement planning for entrepreneurs. In this episode, Pam and Alexis break down the real-life benefits of setting up retirement accounts, the tax strategies every business owner should know, and why planning now is essential for building wealth and long-term security. Whether you’re dreaming of mailbox money, a beach house, or simply financial peace of mind, this conversation delivers actionable insights for every stage of business.

Discover the different types of retirement accounts available to business owners, how to choose the right plan based on your business structure and goals, and the most common mistakes to avoid. Alexis shares practical tax tips, explains the nuances of SEP IRAs, Solo 401(k)s, Roth IRAs, and more, and highlights why paying yourself first is the foundation for wealth building.

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Meet the Experts:

Alexis Sydney:

Tax Expert | Retirement Planning Strategist

Alexis leads a team of tax professionals dedicated to helping business owners maximize savings, minimize tax liabilities, and build a secure financial future. She specializes in retirement planning for entrepreneurs and is passionate about making complex tax strategies accessible and actionable.

Pam Jordan:

CEO of Pivot Business Group, Pam helps entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.

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Key Takeaways:

• Why retirement accounts aren’t just for the future—they can save you on taxes now
• The importance of paying yourself first and using profit accounts for wealth building
• SEP IRA basics: flexibility, contribution limits, and who it’s best for
• When to consider a Solo 401(k) versus a traditional 401(k) or SIMPLE IRA
• How business structure and employee count impact your retirement plan options
• The role of Roth IRAs as a supplement to your retirement strategy
• Mistakes business owners make: not setting up a plan, lack of strategy, and missed matching opportunities
• How to use retirement contributions as a last-minute tax-saving tool—even after year-end
• Why working with a financial advisor is crucial for a holistic, customized plan
• The administrative realities of retirement plans and how to stay compliant as your business grows

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