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January 11, 2021 | Retirement Plans
Learn how a combination of cash balance and 401(k) plans can help business owners increase annual tax-advantaged retirement savings.
December 17, 2020 | Tax Planning
With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and move on to 2021. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully improve …
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IndividualsAugust 06, 2020 | Retirement Plans
Leverage a $75,000 W2 into a $179,000 retirement allocation S-Corporations (S-Corps) that are consistently and highly profitable (e.g. $350,000+/year in earnings) can leverage a relatively small annual W2 salary to minimize self-employment taxes and maximize qualified plan contributions by …
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Financial AdvisorsMay 13, 2020 | Retirement Plans
Most Profit Sharing/401(k) Plan sponsors have the basic understanding that the plan contributions must not discriminate in favor of the owners and other highly paid participants over non-owners and non-highly paid participants. Many business owners interpret this to mean “I can’t contribute more …
March 09, 2020 | Retirement Plans
You often hear people say ‘what a difference a day makes’ to highlight how quickly things can change. When it comes to the stock market, it may be better said ‘what a difference a decade makes’. Investors over the past 20 years have experienced a wide range of markets starting with the ‘lost decade’ …
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Financial AdvisorsNovember 20, 2019 | Financial Planning
Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …
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IndividualsFebruary 26, 2019 | Tax Planning
As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …
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IndividualsJanuary 28, 2019 | Financial Planning
It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …
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IndividualsAugust 07, 2018 | Planning for Retirement
For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …
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IndividualsJune 01, 2018 | Planning for Retirement
When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …
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