As a business owner, selecting the proper retirement plan can be difficult. We can help you select the plan with what we believe are potential benefits for you and your employees. Here are some typical plans:

How do you intend to exit your business? Many business owners don’t have an exit strategy that allows them to transition or sell the business to a family member, partner, or an outside party when they retire. It’s important to know that you have options to help you during this transition, including:

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.