/
RSS Feed
The Defined Benefit Plan is a pre-approved retirement plan solely for business owners or self-employed individuals who want to take advantage of massive tax savings each year in order to accelerate their retirement. We discussed exactly what this plan is in our first podcast episode, but we realize there are still many outstanding questions. For example, what are the limitations? How flexible is the plan? More broadly, what exactly is one getting themselves into by utilizing this plan? In part 2 of the Defined Benefit Plan podcast, we discuss those outstanding questions, highlighting exactly how the plan works for those that qualify.
Retirement may seem like a ways away, but it’s never too soon to plan for the transition to the time when your income comes...
It has finally arrived with an underwhelming entrance…2021.Creating a list of New Year’s resolutions, during this year especially, feels like a worn out &...
We’ve all heard of the common financial tips on how to build wealth. Examples are to within our means and put money aside for...