A Savings Incentive Match Plan for Employees, referred to as a SIMPLE IRA, is a retirement plan specifically for small business owners. The SIMPLE...
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03/05/21
02/05/21
Using net unrealized appreciation (NUA) to reduce your taxes in retirement
Failing to prepare a comprehensive tax strategy is a quick way to turn your retirement into a not so rosy picture. Taxes impact retirees in many...
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01/15/21
4 creative strategies to manage your future Required Minimum Distributions (RMDs) before they cost you precious retirement dollars
If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Once you begin...
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07/31/20
Follow the Roth IRA distribution rules and reap the rewards
Several relevant provisions of the Tax Cuts and Job Act (TCJA) are on track to expire in 2025. Taxpayers today are benefitting from the TCJA’s...
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02/07/20
Traditional vs. Roth IRA: how you can get the biggest bang for your retirement bucks
Contributing to IRAs is an excellent way to save for retirement. Both traditional and Roth IRAs offer tax-advantaged benefits, either tax-deferred...
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01/02/20
How you can be proactive and beat the unique financial risks that stay at home parents face
Being a stay at home parent is an extraordinary calling. Stay at home dads (SAHDs) and stay at home moms (SAHMs) are everyday examples of heroes who...
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10/03/19
Reduce your retirement risk with an effective retirement distribution strategy before it’s too late
Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses...
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09/06/19
Working in retirement, is it worth it?
Retirement is changing; the trend of working in retirement is on the rise for many reasons. We all know retirement income must be planned for and...
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08/02/19
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 of the benefits of a traditional 401(k) without...
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07/01/19
How to make an ESOP work for you
If you are a regular reader of this blog, you know there are many ways to save for retirement. Some retirement plans are more unique than others; an...
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