Independent medical professionals maximize retirement assets using DB plans. Rick is a medical doctor who wasn’t ready to retire but was tired of running a practice, so he crafted his mid-life career as a medical “temp,” which in that profession (unsurprisingly) gets...
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...
Based on the plans we set up with our Financial Advisor partners in 2014, we know you probably have DB Plan prospects hiding in your own book of business. Here are just three financial situations we saw in 2014 that should motivate you to make a few phone calls:...
Large corporations continue to run away from DBs, but small businesspeople are discovering the huge benefits of micro Defined Benefit plans at a robust pace, particularly for the very smallest businesses. We call them the “High Income Self-Employed.” These...
A few tips from you early in the year could help your high income clients pay themselves at tax time next year — instead of the IRS! Your self-employed clients probably have access to the best available tax-advantaged savings plan in the U.S.: Micro-Business Defined...
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