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Sep 28, 2020

Retirement Plan Options for the Small Business Owner

Running a small business can be extremely difficult. Choosing the right retirement plan can be just as complicated. These retirement plans will allow for the deductibility of any employer contributions you make on the employees' behalf.

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Feb 10, 2020

Self-directed IRA: A Different Way to Invest

Could a market correction negatively impact your retirement accounts? A self-directed IRA would provide an opportunity to incorporate non-traditional investments into your retirement portfolio, but make sure you do your research before jumping in.

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Oct 14, 2019

What Should I Do with My Old Retirement Accounts?

Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.

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Aug 5, 2019

How to Make Tax Efficient Investments

Taxes are an important consideration in investing. They should not be the sole driving force behind investment decisions, but investors should take them into consideration.

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Jul 25, 2019

Make Your HSA an IRA on Steroids

What if I told you a Health Savings Account is the most tax efficient and versatile retirement account you own? Believe it or not, with proper planning, an HSA can blow the doors off your 401(k), IRA, or even a Roth IRA!

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Jul 11, 2019

What are HSAs and FSAs?

Most of us are familiar with the terms HSA and FSA, but chances are you might not understand the differences between the two medical savings accounts. While both can be offered by employers in conjunction with a health insurance plan, the two accounts have some marked differences. Read on for the details.

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Nov 17, 2016

Charitable Gift Fund: Questions & Answers

Are you interested in simplifying your charitable giving? Or, perhaps you want to reduce your tax liability in a high income year. Do you have ...

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Feb 10, 2015

Traditional vs. Roth 401(k) Plans

Given the choice, would you prefer a tax break now or a tax advantage later? The differences between 401(k) plan options can have substantial effects on your long-term financial goals.

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