Planning for The New Year – Financial Updates for 2025 and a Fraud Alert Reminder Search for: As we ring in the New Year, it’s time to think about how you can make strategic money moves that are effective in enhancing your personal finances as well as protecting...
Irrevocable Life Insurance Trusts: An Estate Planning Tool Search for: Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining...
The Mega Backdoor Roth – Tax Free Growth Tax Free Retirement Search for: The Roth IRA, allowing individuals to save after-tax dollars and then grow those investments completely tax-free with no requirement to take distributions, were a welcome addition to the...
I Bonds – Time to Revisit That Investment? Search for: I Bonds where all the rage not too long ago. I Bonds are a type of U.S. savings bond that offer investment safety with a feature designed to protect against inflation. When inflation was heating up in...
SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed Search for: Being self-employed is never easy. Thinking about your retirement and associated retirement accounts is often an afterthought. But contributing to a retirement account is still critical. Two...
To S-Corp or Not to S-Corp Search for: When starting a business, owners often face the dilemma of which corporate structure to use. For smaller businesses, particularly those with only a single owner, the first three options that come to mind are operating as a sole...
