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401(k)s and SEP IRAs - Another Tool to Limit Tax Burden for Small Business Owners

401(k)s and SEP IRAs - Another Tool to Limit Tax Burden for Small Business Owners
Photo by Towfiqu barbhuiya / Unsplash

As a small business owner, you are always looking for ways to reduce your tax burden while providing valuable benefits to yourself and your employees. Two powerful tools that can help you achieve these goals are 401(k) plans and SEP IRAs. These retirement savings plans offer significant tax advantages and can be more affordable than you might think, thanks to recent tax credits.

Lowering Employer-Side Taxes

When you offer a 401(k) plan or SEP IRA, your business can deduct the contributions made to these plans as a business expense. This effectively lowers your business's taxable income, reducing the amount of taxes you owe on the employer side. By contributing to your employees' retirement savings, you not only help secure their financial future but also decrease your own tax liability.

Reducing Personal Taxable Income

In addition to the employer-side tax benefits, 401(k)s and SEP IRAs also provide a way for you, as the business owner, to reduce your personal taxable income. Contributions made to these plans are typically made with pre-tax dollars, meaning they are deducted from your gross income before taxes are calculated. This can result in a significant reduction in your personal tax burden, especially if you are able to maximize your contributions each year.

Taking Advantage of Tax Credits

Recent changes in legislation have made offering a 401(k) plan even more affordable for small businesses. The SECURE Act, passed in December 2019, increased the tax credit for small businesses that start a new 401(k) plan to 50% of the cost to establish and administer the plan, up to a maximum of $5,000 per year for the first three years. Additionally, small businesses that add an automatic enrollment feature to their new or existing 401(k) plan can claim a tax credit of $500 per year for three years.

Low-Cost, Easy-to-Set-Up Plans with Dresden Tax and Business

At Dresden Tax and Business, we understand the importance of retirement savings plans for small business owners and their employees. That's why we've partnered with Guideline to offer low-cost 401(k) plans and SEP IRAs that are easy to set up and manage. Our experienced team can help you navigate the process of establishing a plan, ensuring that you take full advantage of the available tax credits and deductions.

Don't miss out on this opportunity to reduce your tax burden while providing a valuable benefit to yourself and your employees. Contact Dresden Tax and Business today to learn more about our affordable retirement savings plan options and how we can help you secure your financial future.