A retirement plan solution that offers personalized services to support the wellbeing of you, your business, and your employees.
If you’re a business owner or human resources professional, ensuring that your retirement plan is meeting its full potential for both your business and your employees is crucial. For initial advice, it’s possible you looked towards your payroll company or bank for retirement plan options. However, as your business grows, you may be reevaluating your goals. Navigating the complexities of plan management can feel overwhelming and time consuming, especially if you’re considering a new plan provider.
That’s where we come in. At Marshall Financial, we aim to assist you in optimizing your retirement plan and help ensure that they deliver maximum benefits to employees while also aligning with company goals. With our team’s professional experience and tailored solutions, we help take the burden off your shoulders while providing comprehensive planning and tax effective strategies.
More than half* of small business owners believe that their business is too small to qualify for a 401(k) plan. The truth is, businesses of any size can offer a 401(k) plan – even if you’re self-employed. And the advantages of opening a plan extend beyond just the plan participants. Business owners can also expect to benefit.
With the Social Security trust fund projected to be depleted by the mid-2030s, policymakers are discussing potential reforms. While no changes have been enacted yet, understanding possible scenarios can help you prepare. A Look Back: The Social Security Amendments of 1983 The last major reform to Social Security occurred in...
If you’re a high-income earner looking for ways to help maximize your retirement savings, a Backdoor Roth Conversion might be the strategy you’ve been searching for. While income limits typically prevent individuals with higher earnings from contributing directly to a Roth IRA, this workaround allows you to sidestep those restrictions...
As a financial advisor by day and a DJ by night, I understand the hustle of being a self-employed creator. Whether you’re filming viral TikToks, streaming on Twitch, or running a YouTube channel, the thrill of building an online brand comes with its own set of financial challenges. Just like...
No matter what “retirement” looks like for you, we’ll be there to help support your goals in life. Marshall Financial Group is here to support you.
Sign up for our emails to stay in touch with the latest blogs and resources for business retirement planning.
