by Jacob Millican | Dec 15, 2021 | Investment, Retirement, Small Business
We’ve covered a lot of information on the different retirement plan options available to business owners. We have discussed profit sharing plans, 401(k) plans, and safe harbor plans. Today we will talk about Social Security Integration. This is great option for...
by Jacob Millican | Nov 3, 2021 | Investment, Retirement, Small Business
So far we have discussed profit sharing plans and 401(k) plans. We learned that profit sharing plans are the backbone of all defined contribution plans. We also found out that 401(k)s can give business owners even more flexibility with employer contributions. But...
by Jacob Millican | Oct 13, 2021 | Investment, Retirement, Small Business
As a business owner, there are few tax advantages greater than a good retirement plan. What makes a retirement plan good or bad? In short, Plan Design. If your plan design doesn’t match your companies needs, it will always feel like meh! In our first...
by Jacob Millican | Sep 30, 2021 | Investment, Retirement, Small Business
Whether you already have a retirement plan or you are thinking of adding one to your business, knowing your plan design options will make sure you’re maximizing every benefit. I have talked about cash balance plans before. But over the next couple of months I...
by Jacob Millican | Nov 16, 2017 | Investment, Retirement, Small Business, Taxes
You might have heard that tax reform may be coming down the pipes. As with most things that are extremely complicated, it comes down to the details. Which is why I think this try at tax reform may not get through to the President’s desk. Because the details are...
