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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2005
Jeff Berends
Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2004
Marla Brill
The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 13, 2005
Roy Lewis
The New Roth 401(k) Is Here Can this new retirement plan help you? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2011
Matt Greco
Adding It Up Many companies are unaware of recent changes that make defined benefit plans more attractive. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2005
Paul M. League
Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles