INVESTORS
SERVICES: RETIREMENT PLANS

A good reason to form an investor entity is that it allows you to establish a retirement plan and/or other tax-deductible and tax-deferred employee benefit plans. These are not available for unincorporated investors. Before you take the entity plunge, though, you should consult directly with our Robert A. Green, CPA. He literally wrote the book on investor and trader entities (see his many articles on the subject in Active Trader magazine).

An investor (or business) entity may pay an administration fee to you and this "financial engineering" generates "earned income" for purposes of paying self-employment (SE) taxes, contributing to a tax-deductible retirement plan and deducting health insurance premiums.

Once you get paid this administration fee, you are in the same boat as active traders using their own "trading business entity." So, you may also utilize any of the same beneficial types of retirement plans. A GTT Mini 401(k) plan is the plan of choice for investors. Click here to learn more abour retirement plans for traders and investors.

Learn much more about retirement plan strategies for traders and investors, click here.

If you have questions, we recommend a consultation. We wiill review your tax and retirement situation and consult you on the best retirement plan for your needs. Sign up below.

If you want to set up a GTT investor retirement plan along with a GTT Investor Entity, purchase our entity formation service, click here.

If you have any questions about our investor entity services, please contact us at info@greencompany.com or call us.