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Tag Archives: Roth IRA
7 Steps to Financial Independence for the Small Business Owner
As you prepare for tax day, are you thinking, I have been working as a business owner for a number of years and while I make a good income, I have no idea if I am on track for retirement? … Continue reading
2012 Tax Planning
Question/Answer: I keep reading about the possibility of higher taxes in 2013. What strategies could I look at in 2012 that might make sense to prepare for the likelihood of higher taxes? The following strategies should be considered and … Continue reading
Posted in Financial Planning, Tax Planning
Tagged 401(k), Business, Compact Disc, Individual Retirement Account, Pension, Retirement, Roth, Roth IRA
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The New Retirementality
Last week, I spent two days taking part in Forbes/NAPFA Advisor iConference. It was a great set of sessions and I learned more about how I can better help our clients and centers of influences. During one of the sessions, Mitch … Continue reading
Posted in Financial Planning
Tagged Business, Financial adviser, Mitch Anthony, National Association of Personal Financial Advisor, New Retirementality, Roth IRA, Shopping, The New Retirementality: Planning Your Life and Living Your Dreams....at Any Age You Want (New Retire-Mentality)
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Shock of Gray
A couple of months ago, I spent a 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 … Continue reading
Posted in Financial Planning
Tagged Business, Chicago, Health insurance, Individual Retirement Account, Retirement, Roth, Roth IRA, Traditional IRA
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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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7 Steps to Financial Freedom for a Business Owner
As you prepare for tax day, are you thinking, I have been working as a business owner for a number of years and while I make a good income, I have no idea if I am on track for retirement? … Continue reading
Media Mentions
In the last month, I helped writers with two stories. I thought you might like to read them. Smart Money Magazine, September 2011 – “Can Starting a Business Ruin Your Retirement?”was written by Catey Hill. For older Americans determined to … Continue reading
Posted in Financial Planning
Tagged 401(k), Business, Pension, Roth IRA, SEP-IRA, SIMPLE IRA, Small business, United States
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7 Steps to Financial Independence for the Small Business Owner
Are you thinking, I have been working as a business owner for a number of years and while I make a good income, I have no idea if I am on track for retirement? How do I take control of my … Continue reading
Choosing the Right Retirement Plan for a Business
By Rick Epple, CFP®, NAPFA Registered Financial Advisor Epple Financial Advisors, LLC. http://www.EppleFinancial.com Most business owners share a variety of critical priorities, such as managing taxes, attracting and rewarding valued employees, and establishing a long-term strategy to ensure their … Continue reading
