You are a successful business owner. You put a lot of hard work into building your business, and you are finally reaping the benefits. However,
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Is a qualified retirement plan appropriate for your clients? Let’s find out. Just ask them a series of questions, any of
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Let’s face it our clients can always use more planning help. Do you have profitable businesses that are looking for better
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] The time is now. It’s the fourth quarter… As we like to say ‘tis the season and no I don’t mean
Each year, the IRS sets limits for pension plans. These limits are reviewed annually and adjusted for inflation. The following are some important limits in
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] When you get to 65, you have X-benefit… $10,000 a month…the number is irrelevant… You can do the Traditional Plan, provides
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] So life insurance… So many advisors, they’re afraid of it, they don’t understand it. There are so many wonderful benefits and
On May 23, 2019, the U.S. House of Representatives approved legislation that relaxes the rules for mandatory minimum distributions for retirement savers. Currently, an individual
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] So we’ve got a lot of different types of qualified plans from the Defined Contribution the 401(k)s and Profit Sharing to
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] So why retirement plans? Why do businesses want to put their money there? Their hard-earned money… First of all everybody knows Americans,
