Retirement Planning 101 for Small Businesses

This session will discuss saving and investing for your retirement needs. As small business owners, there are special programs available that target small business owners, and their employees. Knowing the options available is important, this session will outline some things to be aware of.

Topics covered:

  • Retirement planning for small business owners

  • Different plans that may be available, including types of accounts and annual maximum contribution limits

  • Other things to consider when planning for retirement

  • Two different retirement strategies to consider

About the Author(s)

 Katrina  Boyer

Katrina Boyer is the Investor Education Coordinator for the Pennsylvania Department of Banking and Securities. In this role, she educates thousands of investors, consumers, and community groups a year on how to be financially secure. Her presentations focus on saving and investing, as well as financial fraud prevention.

Investor Education Coordinator, Pennsylvania Department of Banking and Securities
Retirement Planning 101 for Small Businesses - slides