Nov 9, 2021 | SML Planning Minute Podcast, Company News
Episode 151 – The IRS is expected to expand its efforts to discover tax evasion through increased information reporting, updated technology and increased examinations. Most of the focus will be on high-income individuals.
Nov 2, 2021 | SML Planning Minute Podcast, Company News, Business Planning
Episode 150- COLI is an effective tool to invest company cash in a tax-deferred growth vehicle with a death benefit component to fund a variety of business-planning needs and strengthen the company’s financial statements.
Oct 26, 2021 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 149 – A retirement savings plan is one of the most important benefits you can provide your employees. But with so many different plans to choose from, how do you determine the right plan for your business?
Jul 13, 2021 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 134 – There are perhaps two great paradoxes about retirement that people don’t often recognize. The first is that in retirement, people live on income, not principal. The second is that for many people, their retirement fund is their favorite account while they are working, but their least favorite once they actually retire.
Jun 15, 2021 | SML Planning Minute Podcast, Company News, Retirement Planning
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.