Startup Tax Credit Guide
Unlock Up to $5,500 in Tax Credits for Starting Your First Retirement Plan
If you have no retirement plan for employees, you could be missing out on thousands in tax credits. Under SECURE 2.0, small businesses can now claim:
Startup Cost Credit: Up to $5,000 per year for 3 years
- Auto-Enrollment Bonus: $500/year for 3 years
- That’s up to $16,500 in potential savings!
What This Guide Teaches You
- How the IRS Startup Credit works
- Eligibility requirements for your business
- Step-by-step process to claim the credit
- Choosing the right plan type (401(k), SIMPLE IRA, SEP IRA)
- Filing IRS Form 8881 correctly
Ready to claim your credit? Fill out the brief form below to receive instant access and discover how your business can claim up to 100% of startup costs for new retirement plans.
Complete to receive instant access
Innovations Financial and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.