2022 Year-End Financial Planning Checklist
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
2022 Year-End Financial Planning Checklist
401K
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
2023 Retirement Plan Contribution Limits
2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A cash balance retirement plan offers many small businesses substantial tax deductions…is it right for you?
SECURE Act 2.0 Explained
SECURE Act 2.0 Explained
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
2022 Contribution Limits for 401(k)s, IRAs and More
2022 Contribution Limits for 401(k)s, IRAs and More
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
3 Biggest Risks Facing Your Investment Plan
3 Biggest Risks Facing Your Investment Plan
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
I’m 73 and Don’t Need My RMDs…What Should I Do?
I’m 73 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don’t need to save taxes and make an impact on loved ones and causes you care about.
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here’s how you – the Solopreneur – can access this little known strategy!
The Mega Backdoor Roth – A Hidden 401(k) Benefit
The Mega Backdoor Roth – A Hidden 401(k) Benefit
Microsoft led the way in a rarely utilized benefit within their 401(k) plan – the after-tax Roth conversion. And, slowly but surely, other companies are adopting this plan feature. So, how does it work, what other companies offer it and is it worth it?
You Can Skip Your 2020 RMD…But Should You?
You Can Skip Your 2020 RMD…But Should You?
The recently passed CARES Act allows you to skip your Required Minimum...
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
It's one of the most frequent discussions we have with small business...
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.