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Small employers hoping to set up a new SIMPLE IRA, SIMPLE 401(k) or a safe harbor 401(k) have until Oct. 1 to do so. SEP IRAs must be set up by Oct. 15 — if that’s when the taxpayer is filing his return. Solo 401(k) plans need to be set up by Dec. 31. If you are unable to follow the link, please click here for a PDF Version.Learn more
If you don’t have a retirement savings plan at work because you are self-employed or work at a small operation that doesn’t offer one, now’s a good time to set up your own tax-advantaged plan. There are a number of choices, including traditional IRAs and Roth IRAs, Simplified Employee Pensions, or SEPs, and Solo 401(k)s to name a few. If you are unable to follow the link, please click here for a PDF Version.Learn more
The man had inherited his father’s business when he was in his 30s and spent the next few years growing it into a $6 million company. When he later got engaged, he was concerned about keeping this increasingly valuable asset in the event of a divorce. If you are unable to follow the link please click here for a PDF Version.Learn more
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