Why 401(k)s are Better Protected

Why 401(k)s are Better Protected

by | | Uncategorized

Why 401(k)s are Better Protected By Jordan Sheppherd One of the attorneys we work with sent me a bankruptcy case that illustrates one of the many reasons why a Solo 401(k) is a better investment vehicle for your retirement money than an IRA. As our clients and readers...
What to Look for in an Advisor

What to Look for in an Advisor

by | | Uncategorized

What to Look for in an Advisor By Peter Rizzo Every day we see people who have tremendous results from their financial advisors and we also hear the horror stories.  It’s important to vet your potential consultant thoroughly for they can help you prosper or cause you...
Contribution Reminders for IRA LLCs & Solo 401(k)s

Contribution Reminders for IRA LLCs & Solo 401(k)s

by | | Uncategorized

Contribution Reminders for IRA LLCs & Solo 401(k)s By Jordan Sheppherd April 15th is fast approaching, and for many of you its time to start thinking about making last year’s contribution.  Here is a breakdown of the contribution deadlines for IRA LLCs & Solo...
Minimizing Taxes in your Retirement Plan

Minimizing Taxes in your Retirement Plan

by | | Uncategorized

Minimizing Taxes in your Retirement Plan By Tim Berry, Esq. Many people get involved with activities in their retirement plans that create taxation  – That is not all bad if you figure that into your yield. There are ways to minimize the taxation. We asked a noted Tax...