How NOT to use a Roth IRA

How NOT to use a Roth IRA

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How NOT to use a Roth IRA By Jordan Sheppherd A little over a year ago, a court case came out involving a Roth IRA/Corporation structure, the facts of which are almost comical. The case is Polowniak v. Commissioner TC 2016-31. You can see it on the US Tax Court’s...
Doing It Right: The Two-Step Contribution Process

Doing It Right: The Two-Step Contribution Process

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Doing It Right: The Two-Step Contribution Process By Alisha Bennett Many clients are ready to make their contributions for 2016 or get a head start on 2017 (click here for information regarding IRA limits) but are unsure of the process of making contributions to their...
Why Roth 401(k)s are Great for Millennials

Why Roth 401(k)s are Great for Millennials

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Why Roth 401(k)s are Great for Millennials They say it’s never too late to learn something new… but I would also argue it’s never too soon to start looking ahead, and that includes saving for retirement. While the standard pension plan of our parent’s...
Updating Your Operating Agreement

Updating Your Operating Agreement

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Updating Your Operating Agreement By Alisha Bennett Although Punxsutawney Phil the Groundhog called for six more weeks of winter, spring truly is just around the corner. Spring is a time for renewal, cleaning out the back closet and ticking off all those forgotten...
Contributing Assets to a Solo 401(k)

Contributing Assets to a Solo 401(k)

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Contributing Assets to a Solo 401(k) By Jordan Sheppherd Because most people are used to contributing cash to a retirement account, it’s easy to think that cash and only cash can be contributed. For an IRA this is certainly true, but not for a Solo 401(k). For...