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Retirement Plan Knowledgebase

Case Studies

Case Studies

1

Compares plans: single 45-year old self-employed owner-only earning $50,000

2

Compares plans: married 45-year old self-employed owner-only earning $67,500

3

Compares plans: single 50-year old self-employed owner-only earning $50,000

4

Compares plans: married 50-year old self-employed owner-only earning $72,500

5

Compares plans: single 45-year old "S" Corporation owner-only - $122,000 W-2

6

Compares plans: married 45-year old "S" Corporation owner-only - $122,000 W-2

7

Compares plans: single 50-year old "S" Corporation owner-only - $122,000 W-2

8

Compares plans: married 50-year old "S" Corporation owner-only - $122,000 W-2

9

Compares plans: single 35-year old "C" Corporation owner-only - $300,000 W-2

10

Compares plans: single 45-year old "C" Corporation owner-only- $300,000 W-2

11

Compares plans: married 45-year old "C" Corporation owner-only - $300,000 W-2

12

Compares plans: married 50-year old "C" Corporation owner-only - $390,000 W-2

13

Compares plans: single 55-year old "C" Corporation owner-only - $350,000 W-2

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