Expert Articles


Sep
2017

Managing Charitable Giving During the Sale of a Business

As successful business owners reach a point in their business when they are ready to sell, many also recognize both the need and opportunity to do more with their good fortune. For business owners with such a charitable inclination and a readiness to have their business change hands, there are many options and considerations to weigh.

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Aug
2017

Using a Roth IRA Conversion to Lower Your Tax Liability in Retirement

Many workers use qualified retirement accounts to save for retirement. A major attraction of these vehicles is that taxes on the earnings are deferred. That can be beneficial while you are working, but on-going deferrals over the long-term can also lead to large bills once you retire. There is, however, a way to reduce the potential tax bite of tax-deferred retirement accounts.

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May
2017

Succession Planning Part 2: The Convergence of Exit and Estate Planning

Estate planning is complex. Add to it the dimension of planning a business sale ortransition, and it can be overwhelming. But it’s just as essential as business planning in order for your family to navigate as smoothly as possible through a transition. Here are some key elements to keep in mind to make the process less of a challenge.

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Apr
2017

Succession Planning Part 1: Establishing an Exit Strategy

Business owners wear many hats. Beyond key services, owners may be involved in marketing, finance, operations, and more. But one aspect often overlooked is planning for the day they step away from the business for good.

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Mar
2017

DOL’s New Rule Should Be A Win For Consumers

It seems everyone has an opinion about what effect, if any, the DOL’s Conflict of Interest Rule will have on consumers. Opponents of the rule insist it will raise costs and reduce access to adequate retirement advice, while proponents argue the increased transparency will be a win for the investor. So, who is correct?

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Feb
2017

For Plan Sponsors, Help Determining Reasonable Fees is on the Way

As a 401(k) plan sponsor, you may have heard the terms “reasonable fees” or “reasonable compensation” in your conversations with your plan service providers. Perhaps those service providers have even provided some benchmarking reports to show that their fees are reasonable. But whose job is it to determine if fees and/or compensation related to an employer-sponsored retirement plan are, in fact, reasonable?

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Oct
2016

What’s the Difference Between ‘Accredited Investors’ and ‘Qualified Purchasers’?

There’s no one-size-fits-all template for investments when it comes to creation, monitoring, and disclosures to participants. In the U.S., many of these functions are stipulated by each state, various Congressional Laws, and the SEC. As with most governmental efforts, involvement of various agencies creates some interesting outcomes and confusing terms.

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Jul
2016

Why Retirement Readiness Matters

Two of the largest expenses employers face today are payroll costs and healthcare costs. They determine how you will hire, whom you will hire, and how much the company needs to produce just to keep up with these costs. So, if your employees are not on a sound retirement track, they will work longer and both of these costs will rise. Want to know the solution?

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