by Taylor Brown | Mar 26, 2015 | Uncategorized
The IRS is Back with Some Brand New Corrections Let’s face it. Finding out that the IRS wants to poke around is not going to be the highlight of anyone’s day. Voluntarily admitting a mistake to the IRS and asking for forgiveness is probably even lower on...
by Taylor Brown | Mar 26, 2015 | Uncategorized
The Right Combination for Your Retirement Plan Although not a new design, there has been renewed interest in the “combo plan” as a way for higher income business owners to turbocharge their retirement savings. The term “combo plan” generally...
by Taylor Brown | Mar 26, 2015 | Uncategorized
The Best Plan to Drive Your Retirement Needs Excuse me, can you tell me what kind of car is best for me? It is impossible to answer that question without getting more information…how will the car be used? What is the budget? For fuel efficiency and driving in a...
by Taylor Brown | Mar 26, 2015 | Uncategorized
Automatic Enrollment for 401(k) Plans McDonald’s may have been the automatic enrollment pioneer 30 years ago, but it wasn’t until 2008 when the new Pension Protection Act rules kicked in that it really started to gain serious momentum. Since that time,...
by Taylor Brown | Mar 26, 2015 | Uncategorized
Timing Is Everything For years now, we have been hearing from the Department of Labor (DOL) about the importance of depositing employee 401(k) deferrals and loan payments as quickly as possible. While that continues to be the case, it seems that there is not nearly as...
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