Category: Retirement

4 Reasons The 401(k) Plan Is The Best Defined Contribution Plan For Business Owners

April 11, 2024

Two-thirds of small businesses are still lacking when it comes to offering retirement benefits to their employees, according to the […]

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How The SECURE Act Helps Eliminate Start Up Costs For Your 401(k)

April 11, 2024

In the ever-evolving landscape of retirement planning, legislative changes can have profound implications for both business owners and their employees.

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Defined Benefit Plans: How A Cash-Balance Plan Offers Tax Advantages To Business Owners

April 4, 2024

POV: you’re a business owner who may need to play catch-up with your retirement plan. After years of putting money […]

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Estate Tax Exemption Sunsetting After 2025: How It Affects Your Business

March 22, 2024

One of the biggest factors in planning for your business is around taxes – paying them, mitigating them, maximizing your […]

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What Should You Do With Your Money After You Sell Your Business?

March 1, 2024

According to an ancient proverb, The best time to plant a tree is 20 years ago. The second-best time is […]

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Aligning The Sale Of Your Business With Employee Vesting Periods: What Business Owners Need To Know

March 1, 2024

Planning for the ultimate exit for your business involves a lot of moving parts. A bulk of your efforts should […]

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