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On Wall Street October 1, 2011 Elizabeth Wine |
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. |
Commercial Investment Real Estate Jan/Feb 2015 Mary Stark-Hood |
2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions. |
The Motley Fool June 23, 2006 Dan Caplinger |
Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from. |
The Motley Fool October 5, 2005 Tom Taulli |
Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right? |
Commercial Investment Real Estate Nov/Dec 2002 Jennifer Gregor |
Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses. |
Financial Advisor July 2004 Dorothy Hinchcliff |
Dusting Off Defined Benefit Plans Financial advisors now have what may seem like an unlikely tool to help some clients catch up fast for retirement and defer thousands in taxes. |
Financial Advisor September 2009 John Carl |
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. |
Registered Rep. January 11, 2013 Mark Miller |
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. |
On Wall Street May 1, 2011 Cameron Short |
The Doctor Is In And Needs Retirement Planning The threat of the Bush tax cuts expiring in 2010 prompted many high-net-worth individuals to review their qualified plans to ensure maximum income deferral capabilities. |
Financial Advisor July 2005 Jeff Berends |
Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed. |
Entrepreneur June 2010 Rosalind Resnick |
A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem. |
Investment Advisor October 2005 Kathleen M. McBride |
Retirement Plan Advisor: What's Old is New Traditional defined benefit (DB) plans are getting a new lease on life. There is an opportunity for advisors to help clients who own small businesses to set up a DB plan. |
Entrepreneur November 2006 Scott Bernard Nelson |
Dish It Out Pension offerings continue to dissolve, but new laws reward employers whose workers pump up their 401(k)s. |
Investment Advisor November 2005 Christopher G. Laucks |
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. |
AskMen.com Jeff Wuorio |
Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them. |
Financial Planning September 1, 2013 Donald Jay Korn |
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. |
Financial Planning July 1, 2008 Donald Jay Korn |
You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable. |
The Motley Fool November 18, 2004 Selena Maranjian |
We've Left $30 Billion on the Table Why make saving for retirement harder than it already is? |
The Motley Fool October 20, 2006 Dan Caplinger |
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. |
On Wall Street October 1, 2009 E. Thomas Foster Jr. |
Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans. |
Investment Advisor June 2007 David Juliano |
A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers. |
Financial Advisor May 2007 Ken Ziesenheim |
Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig. |
Financial Planning July 1, 2006 Tom Foster |
Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients. |
Investment Advisor December 2006 Elizabeth Festa |
Pension Act Reforms for DB and Hybrid DC Plans For those trying to devise defined benefit and hybrid defined benefit/defined contribution plans that fall under the employer deduction rules of the Pension Protection Act of 2006, there is a thicket of information to wade through and interpret. |
Financial Advisor September 2004 Marla Brill |
The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs. |
Investment Advisor October 2006 Susan Hartman |
Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc. |
CFO August 1, 2002 Kris Frieswick |
Honey, I Shrunk The 401(k) The bear market has clobbered 401(k) accounts -- and could spark a revival of defined benefit plans. |
The Motley Fool July 31, 2007 Chuck Saletta |
Are You Ignoring Free Money? Can you be enticed to contribute to your 401(k)? If your employer is offering to match your contribution, don't ignore this free money towards your retirement. |
The Motley Fool February 11, 2010 Dan Caplinger |
The First Place to Put Your Money Now Employer-sponsored retirement plans, one way you can assure yourself of a big gain right out of the gates, are back -- and if you can, you should make sure you take advantage of it. |
The Motley Fool January 16, 2009 Dan Caplinger |
The No-Cost Way to Fix Flawed 401(k)s We've already got a perfectly good alternative. |
The Motley Fool May 21, 2004 Roy Lewis |
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future. |
Registered Rep. December 24, 2014 Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
Entrepreneur March 2006 Scott Bernard Nelson |
New Horizons More choices for 401(k) and 403(b) plans mean the sky's the limit on your retirement-planning options. |
Investment Advisor June 2010 Marlene Y. Satter |
Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans. |
Registered Rep. July 1, 2006 Fran Hawthorne |
Stepping Up Even when a client already has a retirement plan, a rep may find an opening by recommending a better one. |
The Motley Fool May 13, 2005 Roy Lewis |
The New Roth 401(k) Is Here Can this new retirement plan help you? |
The Motley Fool January 30, 2004 Roy Lewis |
Get Credit for Retirement Contributions Have you missed one of the most valuable -- and overlooked -- tax credits? |
Financial Advisor December 2005 Ken Ziesenheim |
Are You Ready For The Roth 401(k)? They are coming in 2006 and may be useful retirement savings tools for high-income clients. |
Investment Advisor August 2007 Melanie Waddell |
Insuring a Secure Retirement A retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined retirement income, much like a defined benefit plan. |
Financial Planning October 1, 2010 Donna Mitchell |
The Catalyst Ted Benna, developed the workplace-sponsored 401(k) retirement plan, is arguably the most influential employee benefits consultant working today. |
The Motley Fool September 17, 2004 Roy Lewis |
Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan. |
The Motley Fool January 18, 2011 Dan Caplinger |
Use This to Rescue Your Retirement Companies are starting to match 401(k) contributions again -- and smart workers can take advantage of their willingness to help them rescue their retirement while that help is still available. |
Financial Advisor October 2011 Matt Greco |
Adding It Up Many companies are unaware of recent changes that make defined benefit plans more attractive. |
The Motley Fool June 8, 2010 Nathan Alderman |
What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss. |
The Motley Fool April 19, 2005 Dayana Yochim |
Retirement Account Overload Roth or regular IRA? 401(k) or annuity? Where's the best place to park your investments? |
The Motley Fool November 29, 2010 Selena Maranjian |
What Employers Want to Do When You're Not Looking Our employers are helping us out via 401(k)s and similar retirement plans, but for most of us, that's far from enough. |
Financial Advisor May 2005 Paul M. League |
Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers. |
The Motley Fool November 11, 2010 Hank Coleman |
Thrift Savings Plan -- A Great Option for Federal Government Employees, Not Military Members Consider other alternatives such as a Roth IRA. |
The Motley Fool November 4, 2010 Selena Maranjian |
Good and Bad News for Your 401(k) Maxing out this retirement account can produce powerful results. |
Entrepreneur January 2005 Joan Szabo |
Tax-Free Bill of Health Tax-advantaged health-care spending accounts are proliferating and that means more opportunities to save on taxes as well as more ways for businesses to help pay for health costs. Here's a look at how each one stacks up. |