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, Taxes
The Long-Term Tax Reform Impact on the National Economy You might have heard that another wave of tax changes is coming down the pipes. As with most things in finance, the true tax reform impact always comes down to the smallest details. While the legislative...
