The Micro(k)®: A “Next Level” Retirement Plan
Episode 130 – For businesses that employ only owners and their spouses, the Pension Protection Act of 2006 extended an unparalleled opportunity to save significant sums in a tax-favored retirement plan. Conventional wisdom of the past few decades was to use a Simplified Employee Pension (SEP). Now there is another choice that may be far better: The Micro(k)® Plan.
Do You Have a Guaranteed Retirement Income Source During Retirement?
Episode 108 – For many retirees, receiving a guaranteed lifetime retirement income from a company pension plan is no longer possible and Social Security isn’t enough. An annuity may be a solution.
Retirement Income for Owners of Pass-Through Entity Businesses
Retirement Income for Owners of Pass-Through Entity Businesses Podcast: Play in new window | Download (Duration: 7:13 — 6.6MB)Subscribe: Apple Podcasts | Google Podcasts | Spotify | Pandora | Stitcher | Blubrry | Email | TuneIn | Deezer | RSS | More Episode 79...
How the SECURE Act Affects Employer-Sponsored Plans
Episode 54 – If you are a business owner, you need to be aware that the SECURE Act makes several changes to employer sponsored retirement plans. Most of the changes simplify administration, but not all. Here are the main provisions impacting employer-sponsored retirement plans.