Money Talk With Yesi & Tori

4: Five Different Retirement Plan Options for Small Business Owners

Yesi & Tori Season 1 Episode 4

As a business owner you are responsible for setting up your own employee benefit plan. There is power in being able to customize a plan that is most suitable for you, your business and your employees; however, with the infinite amount of information there is out there, we understand that it can be overwhelming!

In this episode, we break down 5 different retirement plans you can set up as a small business owner, the tax advantages to these plans, who each plan is best suited for, and the benefits to the employee and employer.

Read our blog about these 5 different retirement plans here.

Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money.

We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101.


The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice.


Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349



People on this episode