Learn how combining a solo 401(k) with a cash balance plan can empower business owners to maximize contributions while minimizing tax liability. Cash balance plans, often considered a ‘hybrid’ pension, offer higher contribution limits than traditional 401(k)s, making them suitable for owners seeking tax-efficient retirement strategies. 🌟
Maximizing retirement savings? The mega backdoor Roth strategy offers high-income earners an opportunity to supercharge their tax-advantaged accounts. Learn how to leverage this advanced technique for financial growth and long-term security.
Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.
You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.