Introduction When planning for retirement, understanding the nuances between different savings options is essential. Two popular choices are Deferred Compensation Plan vs 401k. Both offer
Intoduction When it comes to taxes, understanding the differences between Form W-2 and Form 1099 is essential. Both forms serve distinct purposes and have significant
This is good news that you have decided to set up a 401(k) or some type of retirement plan for your business. These types of
The Form 5500 EZ is one of the three variations of the Form 5500 that is required by the IRS to be filed for a
As a CPA your clients trust you to provide accurate information about taxes each year and expect you to file their taxes without any omissions
Advantages of a Cash Balance Plan Substantial benefits (read money) can be provided and accrued within a short time – even with early – retirement
Like many other small employers, you probably provide health insurance and a pension plan. Do you have to fill in the 5500 form with the
As a financial advisor, you manage investments for your clients. With the threat of Robo advisors looming large, financial advisors are having to rethink their
Thanks to our services, the self-employed are able to save thousands of dollars and improve their retirement planning. Use our Self Employed Tax Calculator for
One of the best-kept secrets of the pension industry is a type of pension plan that provides much larger contributions to the business owners than
