Skip to content
Tony Novak
  • Start
  • About
  • Services
  • Blog
  • Privacy & Security
  • Site Map
Search
Tony Novak
Close menu
  • Start
  • About
  • Services
  • Blog
  • Privacy & Security
  • Site Map
Tony Novak
Search Toggle menu

Category: 401(k)

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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like 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:

  • Facebook
  • LinkedIn
  • Twitter
  • Email

Like this:

Like Loading...

Posts navigation

1 2 >

Tony Novak CPA, MBA, MT

PO Box 333, Newport New Jersey 08345
856-237-9199
onlineadviser@live.com
Tony Novak biographyDownload

 

Member of New Jersey Society of Certified Public Accountants

Tony Novak CPA is a gold level QuickBooks ProAdvisor

  • SCHEDULE A CALL
  • See what clients are saying
  • Google Business reviews

Follow Us

Legal notice

This Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

© 2023 Tony Novak. Proudly powered by Sydney
%d bloggers like this: