Financial experts suggest that people have a savings account to cover 4 to 6 months of expenses in case of an emergency. Yet, according to Bankrate, … Read more about Enable an Emergency Savings Account for Employees
One Retirement Plan and 5 Tax Credits
A qualified retirement plan is an important employee benefit to attract and retain valued workers. According to Vestwell 2023 Retirement Trends … Read more about One Retirement Plan and 5 Tax Credits
A New Look at Your Retirement Plan
The Consolidated Appropriations Act, 2023 , which was signed into law on December 29, 2022, made a number of changes impacting qualified retirement … Read more about A New Look at Your Retirement Plan
Start Your Year-End Planning Now—Part 1
It’s never too early to think ahead, so now—the beginning of the fourth quarter of 2022—is a great time to begin year-end planning. The goal of this … Read more about Start Your Year-End Planning Now—Part 1
Choosing a Retirement Plan for 2022
There are several compelling reasons why you should have a retirement plan for your business. It helps you and your employees save for retirement on a … Read more about Choosing a Retirement Plan for 2022
Adapting Your Retirement Plan to the SECURE Act
There are many new rules for qualified retirement plans and IRAs that impact your business in the coming years. These new rules are contained in the … Read more about Adapting Your Retirement Plan to the SECURE Act
Retirement Accounts and the Unrelated Business Income Tax
It’s perfectly legal for IRAs or 401(k)s to own your business. (I wrote a lengthy piece about this for the SBA). Those who put the ownership of … Read more about Retirement Accounts and the Unrelated Business Income Tax
