Author: tonynova
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412i plan suitability
limitations and suitability issues for those considering the use of a 412(i) anniuty pension plan
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Use of life insurance in small business 412(i) pension plans
An explanation of the tax law changes affecting fully insured annuity pension plans
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Pension plan design and contribution calculation example
an example of how a one persion annuity pension plan contribution is calculated
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Target benefit annuity plans
how to use a 412(i) target benefit annuity pension plan for a self employed individual
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The education divide in political leadership
This presidential election cycle, more than any other event or time period in my lifetime, has highlighted the growing divide between people with different levels of formal academic education. The battle is playing out now in my home state and, I think, deserves more discussion despite the obvious risk of backlash. I consider myself to be…
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Why people prepare their own tax returns
Most Americans have the capacity to prepare their own tax returns. But should they? In cases where self preparation is not logical and is not cost-effective, what is the underlying reason driving the decision to self-prepare tax returns? This blog post explores some observations, Self-prepared tax returns About half of all individual tax payers can and should submit their own…
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PA government says use a good financial adviser
The Department of Banking and Securities is reminding Pennsylvania investors and businesses interested in buying and selling shares in companies through crowdfunding that finding a good adviser is an important first step in the process. “It is important for investors to do your homework and/or seek trusted professional advice before investing money in an equity…
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Hubspot digital marketing
I think that Hubspot’s digital marketing blog has some great information and I try to read as many as possible. I would say that it is the overall highest quality blogs on this important and evolving topic. If I could only read one source of information on digital marketing, I would choose this one. This morning’s…