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...
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...
Jan 6, 2021 | Blogs, Financial Planning, Retirement Plans, Tax Planning
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1 The new law...
Jan 5, 2021 | Blogs, Financial Planning, Retirement Plans
Your investment portfolio may be off-kilter, and you may not even know it. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to...
