A SEP retirement plan is easy to establish and a powerful retroactive tax planning tool for business owners and the self-employed.
retirement plans
Your Weekly Read
6 last-minute tax planning tips for businesses
Year-round tax planning generally produces the best results, but there are some steps you can take in December to lower your 2025 taxes.
Safe harbor 401(k)s offer businesses a simpler route to a retirement plan
Considering a retirement plan for your business but are concerned with plan administration? A safe harbor 401(k) may be the right choice.
SEP and SIMPLE retirement plan options for your small business
Small business owners have two retirement plan alternatives with fewer requirements than traditional qualified retirement plans.
How can you build a golden nest egg if you’re self-employed?
A solo 401(k) plan is a powerful retirement savings tool for a one-person small business. Here’s how you can help save for a golden future.
What type of retirement plan is right for your small business
If your company is ready to sponsor a qualified retirement plan, many potential choices are on the table. Here are three prime examples.
Small businesses can help employees save for retirement, too
Nowadays, even small businesses are often expected to help employees save for retirement. The good news is there are some relatively easy ways to do so.
Should your business offer emergency savings accounts?
There’s a new fringe benefit your business may want to offer your employees: pension-linked emergency savings accounts. Here’s how they work.
Planning ahead for 2024: Should your 401(k) help employees with emergencies?
The SECURE 2.0 law, which was enacted last year, contains wide-ranging changes to retirement plans. One provision in the law is that eligible employers will soon be able to provide more help to staff members facing emergencies. This will be done through what the law...
New business? It’s a good time to start a retirement plan
If you recently launched a business, you may want to set up a tax-favored retirement plan for yourself and your employees. There are several types of qualified plans that are eligible for these tax advantages: A current deduction from income to the employer for...
IRS addresses CARES Act relief for retirement plan distributions and loans
The IRS recently issued frequently asked questions (FAQs) regarding retirement plan distribution and loan relief under the Coronavirus Aid, Relief and Economic Security (CARES) Act. This relief applies to qualified individuals affected by the novel coronavirus...
Answers to your questions about 2020 individual tax limits
Right now, you may be more concerned about your 2019 tax bill than you are about your 2020 tax situation. That’s understandable because your 2019 individual tax return is due to be filed in less than three months. However, it’s a good idea to familiarize yourself with...
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Washington, NC 27889
Washington, NC 27889
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