Retirement Planning Solutions for Small Business Owners

Croghan Trust and Investment Management advisors, Nicole Smith and Paul Wannemacher, and Croghan Investment and Insurance Services advisor, Dianne Staib, presented at the Chamber of Commerce of Sandusky County Mastering Monday event. During their presentation below, they shared retirement planning solutions for small business owners.


 

Retirement Plan TypesKey Takeaways
  • Individual Retirement Arrangements (IRAs)
  • Defined Contribution Plans
  • Defined Benefit Plans
  • There is a plan to fit every situation and budget.
  • You can change your plan type as your business changes.
  • Review your plan regularly to ensure it is still the best option.

Contact our expert advisors to create a customized plan that would work for your unique business.
Find valuable articles and forms at irs.gov/retirement


Investment products and services may lose value, are not a deposit, are not guaranteed by any financial institution, and are not FDIC insured or insured by any government agency.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Croghan Colonial Bank and Croghan Investment & Insurance Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Croghan Investment & Insurance Services, and may also be employees of Croghan Colonial Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Croghan Colonial Bank or Croghan Investment & Insurances Services.

 

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