Setup A Business Brokerage Account in Seattle

Business Brokerage Account Setup Overview

A Business Brokerage account is the same as an individual brokerage account and is used to save after tax income. A brokerage account can be invested in any type of security (stock, bonds, options, etc.). The cash is available at any time with no limits and or fines for "early withdrawal".  This money is the owner's with no employee participation. 

Primary Business Brokerage Account User

  • Businesses that want a full brokerage account for investing company assets

Business Brokerage Account Advantages

  • Money invested is not locked up until retirement age, easily accessible

  • Wide range of investment options

Who Can Contribute To A Business Brokerage Account?

  • Employer

2023 Employer Contribution Limits

  • None

2023 Employee Contribution Limits

  • N/A, these investments are the owner's

Admin Responsibilities

  • None, outside of investment earnings to the business taxed as appropriate

Access to Assets

  • No restrictions

Plan Set up Deadlines

  • None

Need more information? Ready to get started?