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Retirement strategy
K3 Wealth Management specializes in retirement plans tailored for business owners, focusing on tax optimization, maximizing contributions, and boosting employee participation. Discover custom solutions designed to secure a successful retirement.
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Increase Retirement Plans Cap
Is your retirement plan limited by a low annual contribution cap?
Let K3’s wealth management guide you on increasing your tax-deferred contributions and customizing your company’s retirement plan to better suit your financial goals.
Low Employee Participation Plans
Are your highly compensated employees facing limits on their retirement contributions because of low participation in your current plan?
Let K3’s wealth management show you how to maximize your annual contributions to your retirement plan effectively.
Micro Business and Sole Proprietor Retirement Strategies
Are you a sole proprietor or small business owner looking to make retirement contributions that could exceed $40,000 annually? Let us show you how to take advantage of retirement plans designed specifically for your business. Contact Us!
