Try This Tax Strategy to Maximize Your Retirement Savings
With enough planning in place, you can retire comfortably–or early, even. Here are three highlights from Kathy Kristoff’s “How to Play Catch-Up”... Read More
IRS Releases 2017 Limits on Benefits and Compensation
The IRS recently released IRS Notice 2016-62 containing the limitations on benefits and compensation under qualified retirement plans. You can access a summary... Read More
Deadline to implement a new Safe Harbor 401(k) Plan for 2016 is October 1st.
There are two ways for a 401(k) Plan to achieve Safe Harbor status. Employers make a 3% nonelective contribution for all eligible... Read More
Is a Cash Balance Plan right for you and your business?
It’s tax time again. Maybe you’ve already filed your taxes and you’re looking forward to receiving your refund. Or maybe you know... Read More
3 qualified retirement plan ideas for business owners
The New Year is just around the corner. This is the time of year when business owners have a better sense of... Read More