Benefits

401k history 1  5593fd16a2dec

July 1, 2015 

Why Solo 401(k) Plans Have an Edge

For many years, self-employed individuals shied away from 401(k) plans. It was usually too costly and cumbersome to administer such a plan for just a single participant. But now the “solo 401(k)” is a more viable alternative for this segment of the ...

Ken Berry, JD

savings1

June 29, 2015 

How New Regulations Could Boost Retirement Savings

The proposal, with details still being hashed out in Washington, DC, would broaden the definition of which investment advisors are considered fiduciaries, putting them under greater scrutiny of the Department of Labor if they don’t put their clients’ ...

fun at work

May 19, 2015 

Playing It Forward: The Benefits of Fun in the Workplace

Are you curious how companies like Google, Zappos, Southwest and others develop those winning workplace cultures, with such high productivity and profitability? Regardless of the industry, there is a common thread running through the highest ...

ROTH IRA 1  555b6c7a46820

May 19, 2015 

How to Figure the Tax on Early IRA Withdrawals

Some of your clients may have built up a sizeable account over the years but haven’t kept detailed records or don’t know how to compute the tax liability. Here’s some key information you can pass along.

 Ranking the Best States for Retired Veterans

May 19, 2015 

Ranking the Best States for Retired Veterans

With the average military retirement age being 44 years old, the personal finance social network WalletHub conducted an in-depth analysis of 2015’s Best & Worst States for Military Retirees.