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    1,973 results found

    1. Using A Solo 401(k) For The Soon-To-Retire Entrepreneur
      The Roth IRA Peter Thiel used to amass billions in tax-free dollars has renewed interest in using tax-advantaged retirement plans as a means for accumulating wealth. What hangs up entrepreneurs is they don’t want to set aside wealth only to have it be taxed away. Whether you think of this as greed or good business, tax
    2. What is a rollover IRA? How to transfer funds from your 401(k) to an IRA and avoid taxes
      Summary List PlacementIf you have an employer-sponsored plan like a 401(k), you might wonder what happens to your money when you leave the job — either for a new gig, to work on your own, or to retire early. A rollover IRA is one alternative. It could be a smart choice if you're looking for more investment options, low
    3. 5 Simple Ways To Prepare Your Personal Finances For A Recession
      Last fall, recession fears were running high. It was hard to escape the conversation; predictions for the next big crash flew all over the media while clients, friends, acquaintances, and others constantly asked the team at my financial planing firm if a recession was really about to happen. Our answer to that question
    4. Sandwich generation: How do you decide whose needs come first?
      Squashed, spread too thin, nothing left. This is not how you want your lunch described, but for those who are part of the “sandwich generation,” these descriptions are all too accurate.
    5. Four Ways the SECURE Act Impacts Your Retirement Planning Now
      Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a regular basis. In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. The most recent change, the SECURE Act, was pass
    6. 10 Tax-Smart Strategies With December Deadlines
      This year marked the first time taxpayers filed their returns under the Tax Cuts and Jobs Act of 2017 (TCJA). Due to the sheer number of changes introduced, many taxpayers may not be aware of steps that need to be taken before year-end to help manage their tax exposure under the new law. That’s where year-end tax plann
    7. Get 'smart' about credit cards
      The third Thursday of every October is Get Smart About Credit Day – a day to help promote the understanding of how credit works and how to build good
    8. Assets That Can Be Used To Secure A Small Business Loan
      Every business at some point or other will require extra finance to meet for their operational expenses or to continue their growth. The reason could be as simple wanting to venture into a new stream or inadequate working capital. You need to find an alternative finance company that would grant you a loan by considerin
    9. Preparing Your Information for Disaster
      When COVID first hit, like a lot of people, I began to think about my own mortality in a new light. Here was this unknown illness that was striking people down. What if it were to happen to me? What I felt wasn't so much a fear of my own mortality, but worries about what would happen to my family if I were no longer he
    10. Five Signs It's Time to Retire in 2025
      Are you on the fence about retiring this year? Consider these signs to determine whether or not you're ready