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...
Ignore Baby Boomers and older Gen Xers at the risk of blunting the growth of your advisory business. That’s the message we took from a recent article in Inc Magazine titled “Old is the New Young: Changing the Entrepreneurial Hiring Template.” The article focused on...
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...
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