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Business owners often struggle with balancing the needs of their business with their need to allocate some funds to retirement savings. Following the status-quo retirement planning advice, business owners have to choose between their retirement and their business.

Every dollar they put into a retirement savings vehicle is a dollar they pull away from their business.

The FOURTH problem this creates for the business owner is

Low returns - In today's low-interest rate environment, many people feel like they must put their money at risk in the market in order to get a decent return on their retirement "savings." But most business owners know they can get much better returns investing in their business than they can in the stock market. So every dollar they "save" in a retirement plan is a dollar not performing at its highest and best use.

In part 5, I'll go over an alternative strategy that focuses on capital accumulation. It is possible to create a cash asset to improve liquidity for the business AND a tax-free retirement asset for yourself and your family.