Retirement Guide for Small Business Owners


How to prepare for your next chapter.

40% of small business owners are not confident that they’ll be able to retire by age 65.1

Understand your options

The team at CWO is dedicated to working with small business owners to create action plans that allow them to enjoy retirement without the worry on how to fund it.

Our retirement guide is designed to help you better understand all aspects of retirement, from defining your goals to establishing and growing retirement accounts to creating and executing a succession or exit plan. We answer common questions and cover how to:  

• Identify your retirement goals
• Choose and implement the right retirement plan
• Build savings quickly with a Self-Employed 401(k) Plan
• Maximize tax advantages

1 SCORE, “Infographic: Small Business Retirement – Investing in Your Future,” April 9, 2019

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