‘Tis the Season for Qualified Retirement Plans
November 23, 2019
[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
[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] So life insurance… So many advisors, they’re afraid of it, they don’t understand it. There are so many wonderful benefits and
CJA and Associates, Inc., a member of the RMC Group, has been named Multi-State Retirement Planning Specialists of the Year by U.S. Business News. U.S.
[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
The Tax Cuts and Jobs Act of 2017 (the “Act”) cut the corporate income tax rate from 35% to 21% for tax years beginning with
As long as a qualified retirement plan is established by the end of an employer’s tax year, contributions to the plan may be deducted in
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] So some of the advantages to qualified plans are first of all unlike other employee benefit plans, you are not limited
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] There’s one week left in the year to do something with their client’s pre-tax dollars. When I say pensions, I want
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] It’s the end of the year and CPAs and advisors are talking to their business clients about year-end tax strategies. One
