Dec 18, 2023 | Business Planning, Financial Planning, Tax Planning, Topics
At Strategic Wealth Design, we understand that financial success is rooted in knowledge and strategic planning. We are pleased to re-introduce our Annual “Important Numbers” Guide for 2024—a two-page resource designed to empower you with...
Feb 3, 2021 | Blogs, Business Planning, Retirement Plans, Tax Planning
A retirement investment vehicle designed for small. Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing plan. To have a solo 401(k), you must...
Feb 2, 2021 | Blogs, Business Planning
Companies adding employee benefits may want to consider it. As companies grow and add employees, they also add employee benefits. Retirement and medical plans can be provided, but what about group life insurance? Group life on the menu? Owner-operators know...
Jan 8, 2021 | Blogs, Business Planning, Retirement Plans
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three...
