The Micro(k)®: A “Next Level” Retirement Plan
Episode 130 – For businesses that employ only owners and their spouses, the Pension Protection Act of 2006 extended an unparalleled opportunity to save significant sums in a tax-favored retirement plan. Conventional wisdom of the past few decades was to use a Simplified Employee Pension (SEP). Now there is another choice that may be far better: The Micro(k)® Plan.
Do You Have a Guaranteed Retirement Income Source During Retirement?
Episode 108 – For many retirees, receiving a guaranteed lifetime retirement income from a company pension plan is no longer possible and Social Security isn’t enough. An annuity may be a solution.
Retirement Income for Owners of Pass-Through Entity Businesses
Retirement Income for Owners of Pass-Through Entity Businesses Podcast: Play in new window | Download (Duration: 7:13 — 6.6MB)Subscribe: Apple Podcasts | Google Podcasts | Spotify | Pandora | Stitcher | Blubrry | Email | TuneIn | Deezer | RSS | More Episode 79...