The 2021 investment shakeup
After more than a decade of one-way intense focus in the stock […]
Category: 401(k)
Benefit of 401(k) tax credit for small business that start 401(k) plans
My brother John Novak, a well established 401(k) expert, shared some calculations […]
Impact of the SECURE Act on business retirement plans
Ted Benna, called “the father of 401(k)s” was one of my first […]
IRAs and the Retirement Income Myth
Tony Novak, CPA financial planner
2019 Tax Saving Checklist for Attorneys
Forecast 2019 taxes now based on 2018 year-to-date results. (If you don’t […]
New way to pay student loans – tax free!
I’ve been practicing in the employee benefits field for 37 years and […]
Alternative Investments: Now More Than Ever
I’m convinced that most people don’t know about vast array of alternative […]
What the fiduciary rule means to us
Update on February 8, 2017: District Court in Texas upheld the fiduciary […]
Target benefit annuity plans
how to use a 412(i) target benefit annuity pension plan for a self employed individual
IRS does not pay ‘bounties’ to retirement plan auditors
I found this interesting exchange in the reader comments on Employee Benefits […]