Articles
What Trump’s Lawyer, “Breaking Bad,” and “The Godfather” Teach Us About Attorney-Client Privilege
When planning your business and tax structure with your lawyer, it’s important to know what is privileged. Here’s what recent headlines teach about privilege.
Three Instances of When You Need a New Subsidiary Entity for Your Business
You can run multiple streams of business through one entity, but there are good reasons to add a subsidiary. Here are three times you need a new entity.
Solo K 5500-EZ Requirement and Failure to File Penalty Relief
Some solo 401(k)s are exempt from the 5500-EZ filing requirement, but many owners who should have filed didn’t. Here’s how to get relief from the $15,000 penalty.
Where Should I Title My Real Estate: An LLC, a Trust, or Personally?
Real estate may be owned in your personal name, a business name, or a trust. Here’s a quick guide to how you should title different types of properties.
Top Three Mistakes in Solo 401(k) Plans
Like many good things, Solo 401(k)s are becoming over-sold and we are beginning to see three common problems arise from incorrect setup and maintenance.
RMDs and Solo 401(k)s: Three Quirky Rules to Know
All retirement account owners must be familiar with their account’s RMD rules. But, there are three quirks to be aware of when it comes to Solo 401(k)s.
Maxed Out Your 401(k), What’s Next?
For most workers and business owners, the 401(k) is the first place to save and invest. But what if you’ve already maxed it out? Here’s where to save and invest next.
IRS Announces 2018 Retirement and HSA Contribution Amounts
The IRS just announced new contribution amounts for retirement accounts in 2018, and there are some winners – and a few losers – in the bunch.
The IRS Does Not Approve IRA Investments – “IRA Approved” or “IRS Approved” Terms Are False
Don’t be fooled by promoters who use slogans like “IRS Approved” or “IRA Approved.” The IRS does not approve IRA investments. Here’s why that matters.
Penalty-Free Early IRA Distributions for College Education Expenses
Would you like to use your IRA to pay for your, your spouse or your child’s tuition or other college expenses and avoid the 10% early withdrawal penalty?
