The retirement landscape for small businesses underwent a significant transformation with the passage of the SECURE 2.0 Act. Aimed at enhancing retirement readiness and promoting
On June 22, 2022, the Senate Finance Committee reported out the Enhancing American Retirement Now (EARN) Act by a vote of 28 – 0. The
Many employee benefits are subject to annual dollar limits that are occasionally increased due to inflation. The Internal Revenue Service (IRS) recently announced cost-of-living adjustments
On June 19, 2020, the IRS issued Notice 2020-50, expanding the relief for Coronavirus-Related Distributions (CRDs) from qualified retirement plans provided by the Coronavirus Aid,
[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] 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,
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
