Striking A Balance
As true now as it was then: the importance of portfolio rebalancing. Read more about the four key benefits of this financial exercise from Roger Wohlner.
Why Saving For Retirement Is So Important, Especially For Women
American women are looking at a rockier road to secure retirement than their male counterparts. Read why via Paula Span.
Score A Big Tax Break for 2021!
Have You Discussed The Benefits of a Cash Balance Plan with Your Clients?
A qualified retirement plan remains one of the best tax advantaged savings opportunities available to small business owners and their employees. Read More »
Setting Up A Solo 401(k)?
There Are REAL Benefits To Establishing It Before 12/31/21!
The Setting Every Community Up for Retirement Enhancement (SECURE) Act delayed the deadline for establishing a qualified retirement plan for a particular tax year. Businesses now have until their tax return due date, plus extensions, to adopt a plan. Nonetheless, generally speaking, the delay only applies to the ability to make employer contributions (e.g., a profit-sharing contribution) for the prior year – NOT employee salary deferrals – thereby limiting its benefit to the business owner. Read More »
Annual Maintenance…For Your Retirement Plan!
Perform This Five-point Inspection To Help Keep Your Retirement Plan’s Motor Running Smoothly
Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help you continue to get good mileage out of your plan and ensure it stays reliable on your trip to retirement. Read More »
Don’t Leave Money On The Table!
1 in 10 working Americans don’t contribute enough to their workplace retirement plan to get the full company match; don’t be one of them! Read more from Jessica Dickler.
