CASH BALANCE PLANS PROS AND CONS: IS THIS PLAN RIGHT FOR YOU?
KEY TAKEAWAYS Are you a business owner who has a high income and wants to save more money on your taxes? You’ll want to pay close attention to this week’s video because I’m talking to you! In this week’s video, you’ll learn: How the Cash Balance plan can potentially...
5 REASONS WHY THE RECESSION RUMORS ARE BOGUS!
KEY TAKEAWAYS The recession is coming, the recession is coming! Have you been hearing this lately? I have been having conversations with clients all the time who are scared out of their minds! They’re very worried about when the next recession is coming. But...
Market & Economic Outlook | September 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 +19.61% YTD through 9/16/2019) Stocks retreated in...
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...
