Life, Inc. Tools

Not sure where to begin?  These tools will help you take the next step in navigating the vast world of retirement plans.

Do you qualify for tax credits?

The SECURE 2.0 Act that passed in late 2023, offers a substantial amount of tax credits for new plans starting in 2023. 

See if you qualify, and for how much instantly.

Which plan is best for you?

Need help navigating which plan is best for you and your business? 

Instantly see which plans make the most sense for you and your business.

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