How to use a Cash Balance Plan to qualify for the full QBI deduction
The Tax Cuts and Jobs Act has created some significant tax breaks for a lot of business owners through the QBI (Qualified Business Income) deduction. The catch is that if your income is over a certain threshold and you have a service business, you’re going to...
Over 50? Here Is What You Need To Know About Roth Accounts
A common misconception about investing in Roth accounts is that they are only for young people who have decades until retirement. This advice is just plain wrong! In today’s video, I’m showing you why a Roth is still worthy of consideration if you are over...
How To Get A 6-Figure Tax Deduction With A Cash Balance Plan
Key Takeaways Do you own a successful small business? Is your business highly profitable? Do you pay too much in taxes? If you said yes to all three, the cash balance plan might be right for you! You are looking at a potential 6-figure tax deduction with the cash...
Market & Economic Outlook | August 2019
In the Market & Economic Outlook, we separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! STATE OF THE MARKETS STATE OF THE MARKETS (S&P 500 +13.59% YTD through 8/15/2019) The S&P...
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