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  • Retirement Plans for Small Business: Comparison Chart

    Posted on March 4, 2021

    401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, which looks at the ideal business for each plan, the guidelines for employers and employees, and access to the assets. Clarity in this process is essential. Fill in the form below to download the chart and start the process! Download the checklist today to get started.

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  • How After-Tax Contributions Can Take Your 401(k) to the Next Level

    Posted on March 4, 2021

    The number of 401(k) millionaires has hit record highs in the last few years and even spiked during the pandemic. A 401(k) millionaire is someone whose account goes up above the $1 million mark (before taxes). These are investors who have taken advantage of matches, saved aggressively, and strategically used the tax shelter that a retirement plan offers.

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  • What to Expect From Low Volatility Investing: Insight into QBI Strategies

    Posted on March 2, 2021

    During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.

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  • Market Commentary: Vaccine Distribution, Stimulus Package Driving Economic Growth Estimates

    Posted on March 1, 2021

    The impact of government stimulus checks continues to permeate economic data. Personal income rose 10% in January, and disposable income rose 11.4%. Where did the money go? It primarily bought goods or was saved. Goods spending rose 5.8% in January, and the personal savings rate jumped to 20.5% from 13.4% the previous month (Figure 1). Limits on activity continue to pressure services spending, which rose only 0.7%.

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  • Ways to Reduce Your Taxes Before You File This Year

    Posted on February 26, 2021

    You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year. Click Here to Watch the Webinar

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  • Ways to Reduce Your Taxes Before You File This Year

    Posted on February 26, 2021

    Ways to Reduce Your Taxes Before You File This Year Tax season is here, but don’t worry – there are still ways to reduce your taxes before you file.   Carson’s Director of Retirement Research Jamie Hopkins, Wealth Planner Ryan Yamada and Vice President of Affluent Wealth Planning Mark Petersen hosted a webinar explaining exactly how. They cover:.  ‣  Retirement plan contribution ‣  Executive compensation strategies ‣  Charitable giving strategies ‣ Estate and gift tax planning ‣   And more! Sign up to watch “Ways to Reduce Your Taxes Before You File This Year” at your convenience.  If you have any questions...read the full article

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  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

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  • RMD Planning in 2020 After the CARES and SECURE Acts [Video]

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. In this webinar, we explain what you need to know about RMDs in 2020. You’ll walk away with a clearer understanding of your options and ready to make...read the full article

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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  • Retirement Planning in 2020: Making the CARES Act Work for You [Video]

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. You’ll walk away with a better understanding of how you can take advantage of this new law. Watch the on-demand...read the full article

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  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 14, 2020

    These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here to Watch the Webinar

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  • Everything Business Owners Need to Know About the CARES Act [Video]

    Posted on April 13, 2020

    Everything Business Owners Need to Know About the CARES Act Unemployment has skyrocketed. Some businesses have already shut down. Others are struggling to get by. These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in the “Everything Business Owners Need to Know About the CARES Act” webinar.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 13, 2020

    Everything Business Owners Need to Know About the CARES Act Unemployment has skyrocketed. Some businesses have already shut down. Others are struggling to get by. These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. That’s why we cover everything from business loans to tax relief in our CARES Act in our webinar: “Everything Business Owners Need to Know About the CARES Act.” Watch the on-demand webinar today to learn: ‣   The various loans available to you...read the full article

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  • Four Ways the CARES Act Can Help Your Business

    Posted on April 9, 2020

    From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

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