4 Top RMD (Required Minimum Distribution) Questions
KEY TAKEAWAYS It’s the most wonderful time of the year. Do you know what that means? Not Christmas…It’s our RMD (Required Minimum Distribution) season! If you are 70½ or older and you have IRA accounts, you must take money out of your account before the...
Best Retirement Plan Options For Solopreneurs
KEY TAKEAWAYS One of the greatest benefits of being a small business owner or a solopreneur, is that the world is pretty much your oyster when it comes to retirement plan options for you and your business! Because there are so many different options out there,...
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...
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...
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