Retirement plans are critical for business owners who want to attract and retain talent while offering employees robust savings opportunities. Among the many options available, new comparability profit sharing plans stand out for their flexibility and targeted benefits. This article explores what new comparability profit sharing plans are, how they work, and why they can […]
For small business owners, retirement planning often brings up a lot of questions, especially for those who have set up an owner-only or solo 401(k) plan. While these plans offer unique advantages, there are specific filing requirements and compliance rules that must be met to maintain their benefits. Missteps in filing can lead to penalties, […]
Navigating the complex world of retirement plans is essential for businesses looking to offer competitive benefits while managing costs effectively. With a myriad of retirement plan options available, each with its unique features, it can be challenging to determine which plan aligns best with your business’s goals and employees’ needs. This comprehensive guide aims to […]
Retirement planning is a critical aspect of financial well-being, especially in a state as diverse and economically dynamic as Arizona. With its growing economy and fluctuating market conditions, it’s essential to have a robust strategy to ensure a secure and comfortable retirement. In this guide, we will explore key strategies for securing your retirement in […]
Choosing the perfect location for your retirement is one of the most critical decisions you’ll make in your later years. Your retirement location can significantly impact your quality of life, happiness, and financial stability. To help you make an informed decision, we’ve outlined the top 5 considerations when selecting your ideal retirement location. 1. Cost […]
