Estate & Retirement Planning Resources

401k Plan Audit: Fiduciary Responsibility

401k Plan Audit: Fiduciary Responsibility

Many business owners offer a 401k plan to their employees. It is a great way to help employees save for retirement, and it allows the owner to contribute to their account as well. It can also be an attractive benefit for hiring and retaining employees in the current market.

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5 Common Succession Planning Problems

5 Common Succession Planning Problems

Succession is inevitable in a business. When the time comes to start thinking about retiring and/or transferring ownership, it is essential to understand common issues related to the process.

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What are the Pros and Cons of Roth IRAs?

What are the Pros and Cons of Roth IRAs?

Saving for retirement is important, and the sooner you start planning, the better. Even though Roth IRAs have been around for more than a decade, many people are not aware of exactly how they work.

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5 Retirement Plan Changes in 2020

5 Retirement Plan Changes in 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in December 2019 and outlined several changes to how retirement plans are required to operate. This article will discuss some of the significant provisions of this legislation.

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