Work Together to Protect, Invest and Grow.
Work Together to Protect, Invest and Grow.
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What is a Keogh Plan?
A Keogh Plan is a retirement savings plan designed for self-employed individuals and small business owners. It allows professionals to contribute a higher percentage of their income toward retirement while receiving valuable tax advantages.
Keogh plans are especially beneficial for independent professionals such as physicians, consultants, attorneys, and business owners who want to reduce taxable income and build long-term retirement savings.
Key Benefits of a Keogh Plan
• Higher contribution limits compared to traditional IRAs
• Potential tax deductions on contributions
• Long-term, tax-deferred growth
• Designed specifically for self-employed income
How It Works
How It Works
Depending on the structure of the plan, a Keogh may allow contributions of up to 25% of net self-employment income, subject to annual IRS limits. The contributions may reduce current taxable income, and investments grow tax-deferred until retirement.
Is a Keogh Plan Right for You?
Is a Keogh Plan Right for You?
If you are self-employed or own a small business and are looking to maximize retirement contributions while reducing taxes, a Keogh plan may be a powerful strategy as part of a comprehensive financial plan.
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