Business Owner Planning

Can You Contribute to Both IRA and 401k?

Can you have both an IRA and a 401k? What are the limits, withdrawal rules, taxes, and eligibility? Learn everything you should know to have both 401k and IRA to maximize your profits.

Author
Christopher K. Winn
Mar, 22 2023 · All articles
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How Much Can You Contribute to 401(k) As a Small Business Owner?

If you are a small business owner, the self-employed 401(k) or solo 401(k) definitely has some benefits for you over other retirement planning options. But how much can a business owner contribute to a 401(k)? Read this article to learn more about 401(k) contribution limits.

Author
Christopher K. Winn
Feb, 23 2023 · Business Owner Planning
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10 Effective Financial Planning Tips for Small Business Owners

As a small business owner, you’re expected to wear many hats. You’re the CEO, the CFO, and the Chief Marketing Officer all rolled into one. You’re responsible for the day-to-day operations of your business, long-term planning, and strategic decision-making. And while you might be the jack of all trades, there’s a good chance you’re not…

Author
Christopher K. Winn
Oct, 03 2022 · Business Owner Planning
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Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement

Thinking about retirement? If you’re like most business owners, the bulk of your net worth is tied to your business. Of course, you have savings and investments, but to really retire comfortably, you’ll need to unlock your most valuable asset. Read this guide to learn more about steps and best practices for business owner retirement planning

Author
Christopher K. Winn
Sep, 05 2022 · Business Owner Planning
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Key Components of Successful Financial Planning as a Small Business Owner

As a small business owner, you’re likely juggling tons of responsibilities to keep your business running smoothly and efficiently. These responsibilities include anything from accounting, marketing, and sales, to production, inventory management, and personal responsibilities. On top of that, you’ll probably have even more pressing tasks waiting – like keeping your business and personal finances…

Author
Christopher K. Winn
Aug, 08 2022 · Business Owner Planning
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Growing Fast? Here’s What’s Likely To Kill Your Company

If your goal is to grow your Portland, Oregon company fast, you need a positive cash flow cycle or the ability to raise money at a feverish pace. Anything less and you will quickly grow yourself out of business. A positive cash flow cycle simply means you get paid before you have to pay others….

Author
Christopher K. Winn
Jun, 13 2018 · All articles
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