Retirement Plan Guide: Solo 401(k) & Cash Balance Plans

Eric Wright — Wed, 11 Nov 2026 16:35:02 GMT

One of the most valuable tax-saving strategies available to many independent physicians is maximizing tax-deferred retirement contributions. We offer both Solo 401(k) plans and Defined Benefit Cash Balance Plans to help eligible clients reduce current-year taxes while building retirement savings. 1099 Tax Doctor retirement plans are done “in-house” by our affiliated fiduciary, SEC-registered brokerage and TPA and are incorporated into our tax program and tax planning - you don’t need to go obtain a plan somewhere else and coordinate things between multiple companies.

S CORPS: Year-End Payroll, Tax Withholding & Retirement Funding

Eric Wright — Wed, 11 Nov 2026 16:15:52 GMT

For most of our single-owner S corporation clients, the standard process is simple: you generally do not need to make quarterly estimated income tax payments. Instead, set money aside throughout the year, allow it to earn interest, and we will use the year-end planning process to determine your salary, tax withholding, and retirement contributions.

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Retirement Plan Guide: Solo 401(k) & Cash Balance Plans

S CORPS: Year-End Payroll, Tax Withholding & Retirement Funding