2 min read
Scott Henvey: May 27, 2026 2:41:23 PM
Most business owners would like to offer their employees a 401(k) retirement savings plan with all the bells and whistles. But for small businesses...
1 min read
Scott Henvey: Jan 7, 2026 2:02:53 PM
Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few years). For 2026, some additional...
2 min read
Maurice La Verdure: Aug 5, 2025 5:11:43 PM
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
2 min read
Maurice La Verdure: Jul 9, 2025 9:58:12 AM
When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative...
2 min read
Scott Henvey: Jul 9, 2025 9:55:05 AM
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
2 min read
Scott Henvey: May 8, 2025 12:03:57 PM
Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment...
2 min read
Scott Henvey: Feb 4, 2025 10:13:04 AM
Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum Distributions (RMDs) — from your traditional IRA,...
2 min read
Scott Henvey: Jan 13, 2025 8:24:27 AM
Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a...
2 min read
Maurice La Verdure: Dec 2, 2024 12:50:45 PM
When start-ups launch, their focus is often on tightly controlling expenses. Most need to establish a brand and some semblance of stability before...
2 min read
Scott Henvey: Nov 11, 2024 11:04:53 AM
If you own a small business with no employees (other than your spouse) and want to set up a retirement plan, consider a solo 401(k) plan. This is...
2 min read
Maurice La Verdure: Apr 16, 2024 3:58:31 PM
If your business doesn’t already have a retirement plan, it might be a good time to take the plunge. Current retirement plan rules allow for...
2 min read
Maurice La Verdure: Apr 16, 2024 3:48:46 PM
If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to the federal income tax required minimum...
2 min read
Scott Henvey: Mar 7, 2024 8:56:50 AM
Many small business owners run their companies as leanly as possible. This often means not offering what are considered standard fringe benefits for...
