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Monthly Archives: May 2012
Request to Have You Contact Your Representatives-Bachus Bill
Under normal circumstances, we try not to burden our clients with the details of the regulatory issues we deal with, except periodically send you notification of our status and any changes in the way we do business. Our focus is … Continue reading
Practice Retirement
Last week, I spent the week in Chicago at the National Association of Personal Financial Advisor‘s (NAPFA’s) National Conference. It was a great week of meeting friends and learning more about how I can better help our clients. During one … Continue reading
Small Business Retirement Plan Options
Most business owners share a variety of critical priorities, such as cash flow, managing taxes, attracting and rewarding valued employees, and establishing a long-term strategy to ensure their own financial security. Fortunately, small-business owners also share an option that could … Continue reading
Posted in Retirement Plans
Tagged Cash balance plan, Employment, Individual Retirement Account, Pension, Roth, Roth 401, Roth IRA, SEP-IRA, SIMPLE IRA
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