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Financial Advisor November 2005 Richard Huttner	Section 409A Can Really Hurt Some Clients Are your financial advisory clients at risk from tax penalties on deferred comp plans?
Financial Advisor December 2005 Jeffrey H. Rattiner	The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives.
Investment Advisor April 2006 Tere D'Amato	The Tax Advisor: Solving the 419 Plan Puzzle The 419 welfare benefit plan is a tax planning technique currently experiencing an evolution. Knowing its history and what is different today will help you make better recommendations to your clients.
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 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 December 2003 Eric L. Reiner	Split-Dollar Regime Change 2004 Some split-dollar insurance arrangements require action by December 31.
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.
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.
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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?
Financial Advisor February 2010 Gary C. Bubb	Seeking Status Employees seeking a membership interest in an LLC might find themselves in tax limbo.
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.
The Motley Fool February 7, 2005 Rich Duprey	Retire the IRS Way? Regulation proposal will offer sweeping overhaul of 403(b) plans. Feb. 14 deadline for public comment nears.
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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 December 2, 2005 Roy Lewis	Get Paid to Get Smarter Employers reap tax benefits by paying for employees' education. It's a win-win situation for employer and employee alike.
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The Motley Fool November 1, 2004 Dayana Yochim	How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab.
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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 June 2010 Marlene Y. Satter	Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans.
The Motley Fool May 21, 2009 Dan Caplinger	The Money Trap You're Better Off Without Don't put your retirement savings in the wrong place.
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 February 4, 2005 Roy Lewis	Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier.
The Motley Fool September 14, 2006 Dan Caplinger	The Definition of Independence For a small-business owner, hiring an employee is a big step. Ignoring the rules classifying employees can be a costly tax mistake for your business.
CIO March 15, 2001 Evan Fray-Witzer	Independents' Day You may call them contractors, but the courts say they're employees. A look at the problems that can come from mischaracterizing an employee as an independent contractor and steps you can take to avoid problems.
Investment Advisor April 2007 Thomas D. Giachetti	First, Hold On to Your Clients Before selling your investment advisory firm, make sure restrictive covenants are in place.
Entrepreneur July 2005 Joan Szabo	Change of plan? New tax laws require a new look at deferred compensation plans.
AskMen.com Terence Channon	Employment Benefits Learn how to earn more employment benefits.
The Motley Fool October 24, 2006 Dan Caplinger	Get Income for Life Today's retirees can look forward to longer lives than their parents and grandparents enjoyed. With that longer lifespan, however, comes the need to save more to last throughout a longer retirement. Immediate annuities can reduce longevity risk, but be aware of costs.
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.
The Motley Fool March 30, 2010 Robert Brokamp	Turn $10,000 Into $15,440 Instantly Don't miss out on the easy money in retirement vehicles.
The Motley Fool February 21, 2007 Mary Dalrymple	Slow Ramp to Retirement You may envision a gradual transition into retirement that starts with reducing your full-time commitment to work and becoming a part-time employee. But before you assume that scenario will become reality, check with your employer.
Registered Rep. October 1, 2006 John Churchill	Deciphering the Rules of Retirement Advice Title VI of the the Pension Protection Act, far from being a clear-cut signal for reps to dive into the retirement advice business, does, however, open the door wider to advice giving.
The Motley Fool December 17, 2004 Roy Lewis	Tax Deductions for Home PCs You can deduct all or part of the costs of your home PC, depending upon its use. But put on your thinking cap before you tackle this gnarly issue.
The Motley Fool November 4, 2006 Chuck Saletta	Retire Well for Less Than You Think Retirement is a wonderful goal, but unfortunately, on the surface, it seems like one that's always just out of reach. But you'd be surprised at how far your money will go once you no longer have to pay the costs of working.
Registered Rep. September 7, 2015 Kevin McKinley	Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets.
The Motley Fool September 7, 2006 Dan Caplinger	Be the Boss Had enough of working for the Man? Know what you're getting yourself into. It's easy to decide that you want to make a change in your life. It's a lot harder, however, to figure out the best way to make that change.
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Investment Advisor August 2010 Marlene Y. Satter	The Section 79 Solution A college-savings strategy appropriate for some small business owners: a group insurance executive benefit program known as Section 79.
Registered Rep. October 1, 2002 William A. Jacobson	Deferred Compensation. Whose Money Is It? Deferred compensation plans offer incentives or income tax deferral while motivating the employee to remain at the company. However, the Citigroup Capital Accumulation Plan is facing legal challenges from class action suits in several states.
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The Motley Fool January 20, 2005 Robert Brokamp	Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help.