August 25, 2022August 25, 2022401(k), CFO, Investment, Small Business 401(k) investment choices The CFO is individually named as defendant in this class action lawsuit for his choice of investment offerings in company’s 401(k) plan. […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 11, 2021February 11, 2021401(k), Financial Planning, Investment, Tax Planning The 2021 investment shakeup After more than a decade of one-way intense focus in the stock market, investors are now changing strategies. We see more wisdom […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
January 18, 2020January 18, 2020401(k), Retirement, Small Business, Tax Planning 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 that he made for his own clients illustrating the impact […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 24, 2019January 9, 2020401(k), Employee Benefits, Retirement, Small Business Impact of the SECURE Act on business retirement plans Ted Benna, called “the father of 401(k)s” was one of my first business mentors when I left Wall Street in 1997 and […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 22, 2019December 22, 2019401(k), Financial Planning, Retirement, Tax Planning, Wealth Management IRAs and the Retirement Income Myth Tony Novak, CPA financial planner Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
November 19, 2018November 20, 2018401(k), Employee Benefits, Law firm, Tax Planning 2019 Tax Saving Checklist for Attorneys Forecast 2019 taxes now based on 2018 year-to-date results. (If you don’t have 2018 YTD then we really need to talk). Use […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
August 20, 2018August 21, 2018401(k), Education, Employee Benefits New way to pay student loans – tax free! I’ve been practicing in the employee benefits field for 37 years and I can’t remember being as surprised as I was reading […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 6, 2018September 6, 2022401(k), Financial Planning, Investment, Small Business Alternative Investments: Now More Than Ever I’m convinced that most people don’t know about vast array of alternative investment options available to them including through tax-advantaged individual retirement […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 6, 2017February 8, 2017401(k), Financial Planning, Investment, Retirement What the fiduciary rule means to us Update on February 8, 2017: District Court in Texas upheld the fiduciary rule in this 81 page ruling in a case brought by […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
January 1, 2017December 27, 2019401(k), Employee Benefits, Small Business Target benefit annuity plans how to use a 412(i) target benefit annuity pension plan for a self employed individual Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...