4 Helpful Gifts to Help Young Adults Improve Their Financial Future
Finding meaningful gifts for young adults can be challenging. What can you give them that’s impactful, useful, or has long-term […]
Reduce your retirement risk with an effective retirement distribution strategy
Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses
It’s time you learn to effectively unleash the hidden potential of your Solo 401(k)
The Solo 401(k) is a compelling retirement saving option for small-business entrepreneurs. It has all the benefits of a traditional
7 questions to consider before you participate in a deferred compensation plan
When you participate in a deferred compensation plan, you can defer part of your salary and income taxes until sometime
How to overcome being designated a highly compensated employee
Congratulations! You’ve moved up the corporate ladder, steadily increasing your income. The bad news is that you’ve been designated a
Thanks, But No Thanks! How To Refuse An Inheritance By Disclaiming
When you receive an inheritance via a will, such as a house or cash, or as a beneficiary of an
How to best manage an unexpected financial windfall
How to best manage an unexpected financial windfall. Whether it’s an inheritance, a lump-sum retirement payout, proceeds from a business
Don’t forget to plan for the valuable tax breaks when you pay for college tuition
Even though various tax benefits are available to students and parents who save for college, attend college, and pay back
The 6 Inherited IRA rules to know before it’s too late
Inherited IRA rules and regulations are unforgiving. An inherited IRA mistake reduces the distribution possibilities, resulting in potentially adverse tax
Have you Inherited an IRA? It’s time to compare your options
The distribution options available to the beneficiary of an IRA are confusing. Spouse vs. non-spouse. Is the beneficiary 59½? Had