Business owners and self-employed individuals with high earned income can reduce their 2017 tax liability by opening more generous retirement plans now. Before you contribute to your existing SEP or 401(k), get an estimate of how much you can save with a defined...
With the booming gig economy, there are more high-income self-employed people than ever. If you are self-employed, you may not have planned for high taxes this year. But a defined benefit retirement plan can help reduce taxes and build wealth if you open the plan...
There’s Still Life in Private DB Plans Don’t write off defined benefit plans’ business potential. In the right circumstances, cash balance DB plans continue to get a positive response from plan sponsors. This article focuses on larger retirement plans and the...
If you work with clients who are making a lot of money, you’re probably curious to learn how these folks have earned their fortune. We work with financial advisors and CPAs who have clients with high income so we see a wide range of occupations with high earnings....
Obama’s Budget Signals Death of Many Tax Breaks President Barack Obama’s budget proposal released Tuesday could mean the end of several tax-saving strategies wealthy investors have come to rely on. While the proposals, which include provisions to raise taxes and limit...
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