Showing results in category: "Retirement"
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How to Help Employees Prepare for Retirement
As a small business owner, offering a retirement plan is an important employee benefit. Helping employees understand and use it is what makes that benefit truly valuable.
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The 10-Year Rule Explained: What IRA Beneficiaries Should Know
When Congress passed the SECURE Act in 2019, it changed one of the most important estate planning tools available to retirement account beneficiaries.
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SECURE 2.0 Act: What Savers Should Know Now
When the SECURE 2.0 Act became law in 2022, it introduced dozens of changes designed to help Americans save more effectively for retirement. Several of those provisions are just now taking effect, making this a good time to revisit what the updates mean for your financial planning.
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The Role of Your Financial Quarterback: How an Investment Advisor Helps Coordinate Your Wealth Strategy
Managing your finances can sometimes feel like trying to keep a dozen spinning plates in the air. You have living expenses to pay daily, weekly, and monthly, investments to oversee, taxes to plan for, retirement goals to track, and a legacy to build. Each piece matters, but none of them work in isolation. That’s where a financial quarterback comes in.
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Understanding Roth Conversions: When and Why They May Make Sense
A Roth conversion is the process of moving assets from a pre-tax retirement account, such as a Traditional IRA, 401(k), SEP, or SIMPLE IRA, into a Roth IRA. While the converted funds are treated as taxable income in the year of conversion, the long-term advantage lies in the Roth IRA’s ability to grow tax-free and allow for tax-free withdrawals in the future.
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Grow, Transition, or Sell: How to Ensure Your Family Business Thrives
Family-owned businesses are the heartbeat of the American economy. They employ nearly half of the nation’s workforce and generate over 43% of GDP, according to the U.S. Chamber of Commerce. But despite their importance, many family business owners overlook essential planning that could shape their futures profoundly.
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