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...
Cash Balance Plans: An Introduction
Key Takeaways What if you could save over $200,000 extra dollars this year in 2019 and get a tax deduction for it? Today we’re talking about what we think is the best kept secret in the retirement plan industry, the cash balance plan. These plans have absolutely...
Retirement Q&A: 3 Reasons Why You Shouldn’t Retire
Key Takeaways The timing of your retirement is perhaps one of the most important financial and life decisions that you will make. Period. The timing decision about when you retire has a tremendous ripple effect on your financial situation, psychologically and your...
