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...
READ MORE
08/02/19
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...
READ MORE
03/29/19
How to overcome being designated a highly compensated employee
Congratulations! You’ve moved up the corporate ladder steadily increasing your income. The bad news, you’ve been designated a highly...
READ MORE
06/29/18
Have you Inherited an IRA? It’s time to compare your options
*Note: This post has been updated with the Secure Act of 2020 changes* The distribution options available to the beneficiary of an IRA are confusing....
READ MORE
12/21/17
The Quick and Dirty Lowdown on The 2017 Tax Cuts
The Tax Cuts and Jobs Act of 2017 is the most significant change to the tax code in 30 years. Most of the individual tax laws are not permanent and...
READ MORE
10/20/17
Learn how to implement a Roth Conversion Effectively
A Roth conversion is an attractive way to generate both tax-free growth and tax-free retirement income. Even though everyone qualifies to use this...
READ MORE
01/13/17
Don’t Dismiss Contributing to a Roth 401(k)
Many companies have been adding the Roth 401(k) option to their retirement plans since they became available in 2006. Unfortunately, few participants...
READ MORE
12/09/16
4 ways a Qualified Charitable Distribution can reduce your taxes
You donate to your favorite charity each year because it makes you feel good to support a cause that means something to you. The tax benefits...
READ MORE
10/14/16
7 Ways an HSA Can Help You Now and In Retirement
Ah, retirement! Traveling, volunteering, or just being happy not having to work. Whatever your retirement dreams are, paying for medical expenses is...
READ MORE
03/17/16
Plan to Reduce Taxes in Retirement
If you have to worry about taxes in retirement, that’s a good thing. Why? It means you’ve done your part and saved. It’s a great problem to...
READ MORE
