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ARTICLES

Keep It SIMPLE: A Tax-Advantaged Retirement Plan Solution for Small Businesses
Published on October 16, 2018
If your small business doesn’t offer its employees a retirement plan, you may want to consider a SIMPLE IRA. Offering a retirement plan can provide your business with valuable tax deductions and help you attract and retain employees. For a variety of reasons, a SIMPLE IRA can be a particularly appealing option for small businesses. The deadline for setting one up for this year is October 1, 2018.
Doing Well by Doing Good: Gifting Strategies
Published on October 09, 2018
When reviewing your annual income tax planning or developing your estate plan, you can do well by doing good.  Making annual charitable contributions or leaving money to charity rewards you in many ways.  It gives you a sense of personal satisfaction and it can save you money on your tax bills.
Six Potential 401(k) Rollover Pitfalls
Published on October 03, 2018
You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some  pitfalls you'll want to avoid.

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