Archive for 'September 2017'

    Don’t Forget These Important Retirement Deadlines

    September 29, 2017 12:15 PM by Brian Dobbis

    Now that fall is in full swing, be sure to mark your calendar for steps that can help boost your tax-advantage retirement savings.

    Many people consider fall their favorite season. Everything in nature bursts with its last beauty, as if nature had been saving up all year for the grand finale, as one writer put it. And if you’re into football, playoff baseball, and children’s school activities, it may be easy to lose sight of some important retirement deadlines. So here’s a handy summary for future reference.

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    Three Retirement Plan Options for Small Businesses

    September 22, 2017 9:21 AM by Brian Dobbis

    Consider the choice, flexibility, and costs of SIMPLE IRAs, SEP IRAs, and 401(k)s.

    THE ROAD TO RETIREMENT with BRIAN DOBBIS

    Small businesses often have been touted as the engine driving the American economy. How well they understand ways to save more for retirement and lower taxes is another matter. But starting a plan is easier than many business owners are aware.  

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    The Easy Steps to SEP IRAs

    September 14, 2017 1:48 PM by Brian Dobbis

    Sole proprietors and small-business owners who have an extension of their tax-filing deadline can fund such plans as late as October 16.

    THE ROAD TO RETIREMENT with BRIAN DOBBIS 

    For sole proprietors and small-business owners who missed the December 31st deadline to establish a qualified retirement plan for 2016, there is still time to set up a Simplified Employee Pension [SEP] IRA and claim the tax deduction for the 2016 tax year. In addition, those who do so will be helping themselves and their employees save for retirement on tax-advantaged basis.

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    Navigating Safe Harbor 401(k) Rules

    September 7, 2017 1:25 PM by Brian Dobbis

    In order to meet important IRS guidelines, don’t forget that the deadline for new Safe Harbor plans is October 1.

    THE ROAD TO RETIREMENT with BRIAN DOBBIS 

    With $5 trillion in assets, 401(k) plans continue to be one of the most popular retirement plan savings option for employers. They are eligible for a variety of employer and employee tax benefits. Moreover, a 401(k) plan also allows businesses to provide employees with a substantial retirement benefit, while offering a number of plan design options.   

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