As a small business owner, you care about the future well-being of your employees. And just as you keep them safe in the workplace, you want to be sure you’re helping protect their future retirement as well. In doing so, it’s likely you’ve searched for effective avenues in helping employees (and yourself) contribute to their… Read More Top 5 Things Business Owners Should Know About a SEP IRA
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.… Read More SECURE Act 2.0: An Overview
If you are the Employer, as a plan sponsor and fiduciary to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants. Working with a Plan Advisor allows you to navigate this complicated field with confidence to create a best practices retirement plan that helps protect you from… Read More The Role of a Retirement Plan Advisor
Are you prepared for 2023? From soaring inflation and rising interest rates to the ongoing effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain predictably unpredictable for the foreseeable future. And Mr. Market doesn’t like it when it’s foggy. While there’s not much we can do to influence the… Read More 2023 Financial Planning: Your Key To-Do List for the New Year
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.… Read More Retirement Plan Options for Small Businesses
Keith Weiss CFP® 