Are you looking to grow your advisory business? There is increasing pressure on employers to offer retirement plan options, and Axos' dedicated Retirement Solutions team is ready to help you support your small business clients.
With the startup tax credits created in the SECURE 1.0 Act and expanded in SECURE 2.0, small business employers who start a new retirement plan may be eligible for tax credits of up to 100% of eligible start-up costs. In addition, there are credits available for eligible employer contributions. Both types of credits apply to Qualified Plans, SEPs, and SIMPLE IRAs.
To access these benefits and more, simply contact Retirement Solutions at [email protected]. Our team is available to answer any questions and help you grow your advisory business with the latest retirement plan options. Don't miss out on this opportunity to add value to your clients and set your business apart from the competition!
Learn more in our recently published article featured in ThinkAdvisor:
4 Steps to Grow Your Advisory Business With Secure 2.0 | ThinkAdvisor
SECURE 2.0 Act expands retirement plan tax credits
Please contact your Client Service Advocate if you have any questions or concerns about these posts.