Each year at tax time we hear from prosperous small business owners and the high income self-employed who have been knocked out by the amount they owe in taxes. On the one hand, they can’t complain because business was very good in 2014; on the other, it hurts...
High-Income Self-Employed clients are the main users of our defined benefit plan solution, so we spend a lot of time studying them. So should all financial advisors, according to Martha White in a recent article on FinancialPlanning.com. “The needs of those workers...
We published a new article this month for your use in working with CPAs. It discusses how defined benefit plans have improved in ways that make them the retirement plan of choice for independent professionals, small business owners and high income self-employed...
While some clients view government as an adversary, especially high-income people who have to pay a lot of taxes, the federal government is actually a strong supporter of building net worth. IRS Tax codes covering the majority of IRA, 401k, 403(b) and defined benefit...
One of the missions of every financial advisor is to help clients convert income to wealth. Research confirms that as many as 50% of high-income people spend most of what they earn, so steady guidance from an FA can make all the difference in raising the percentage of...
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