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Investment Advisor June 2007 David Juliano	A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers.
Financial Planning April 1, 2005 DeFrancesco & Trankina	Deferred Judgment Changes in the tax laws have made compensating key employees more complex--but potentially more rewarding.
The Motley Fool June 23, 2006 Dan Caplinger	Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from.
Financial Advisor December 2005 Jeffrey H. Rattiner	The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives.
Commercial Investment Real Estate Jan/Feb 2015 Mary Stark-Hood	2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions.
On Wall Street October 1, 2011 Elizabeth Wine	Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent.
The Motley Fool October 5, 2005 Tom Taulli	Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right?
Financial Planning July 1, 2006 Tom Foster	Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients.
Financial Advisor May 2005 Paul M. League	Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers.
Entrepreneur June 2010 Rosalind Resnick	A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem.
The Motley Fool June 8, 2010 Nathan Alderman	What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss.
Commercial Investment Real Estate Nov/Dec 2002 Jennifer Gregor	Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses.
Financial Advisor December 2003 Eric L. Reiner	Split-Dollar Regime Change 2004 Some split-dollar insurance arrangements require action by December 31.
Entrepreneur January 2005 Joan Szabo	Tax-Free Bill of Health Tax-advantaged health-care spending accounts are proliferating and that means more opportunities to save on taxes as well as more ways for businesses to help pay for health costs. Here's a look at how each one stacks up.
Financial Planning September 1, 2006 Roy C. Goldberg	A New Take on Long-Term Care Advisors too often try to sell LTC insurance by scaring their clients to get their attention. Instead, we could better present the insurance as a risk management tool, a part of their overall financial plan to secure their retirement income and protect their estate planning distribution plans.
Investment Advisor November 2005 Christopher G. Laucks	The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages.
The Motley Fool April 19, 2005 Dayana Yochim	Retirement Account Overload Roth or regular IRA? 401(k) or annuity? Where's the best place to park your investments?
The Motley Fool September 14, 2006 Dan Caplinger	The Definition of Independence For a small-business owner, hiring an employee is a big step. Ignoring the rules classifying employees can be a costly tax mistake for your business.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
Financial Planning September 1, 2009 Chanie Schwartz	Pink-Slip Blues A look at the financial issues that arise upon becoming unemployed, like insurance, stock options, and retirement plans, and the advice a financial advisor should provide.
Registered Rep. October 22, 2012 Kevin McKinley	Giving Working Clients a Health Insurance Checkup As health care has taken center stage in the national debate, one of clients' biggest concerns is how to handle their ever-increasing and always-confusing health insurance and health care costs.
Financial Advisor December 2009 Karen DeMasters	A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Investment Advisor October 2005 Kathleen M. McBride	Retirement Plan Advisor: What's Old is New Traditional defined benefit (DB) plans are getting a new lease on life. There is an opportunity for advisors to help clients who own small businesses to set up a DB plan.
The Motley Fool May 13, 2005 Roy Lewis	The New Roth 401(k) Is Here Can this new retirement plan help you?
The Motley Fool January 20, 2010	Tax Tips for Small Businesses A few basic ways to stay on the IRS's good side.
The Motley Fool October 20, 2006 Dan Caplinger	Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings.
The Motley Fool March 23, 2007 Rich Duprey	The No-Sweat $1 Million Portfolio Simple steps that don't require choosing individual stocks can make you a millionaire.
The Motley Fool December 20, 2005 Dayana Yochim	Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours.
The Motley Fool November 1, 2004 Dayana Yochim	How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab.
Financial Advisor May 2007 Ken Ziesenheim	Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig.
Registered Rep. January 11, 2013 Mark Miller	Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Investment Advisor February 2007	News & Products The Tax Relief and Health Care Act... 401(k) participants would rather get advice from an advisor... How the IRS will process determination letters for cash balance and other types of hybrid defined benefit pension plans...etc.
Financial Advisor March 2004 Marla Brill	Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis.
The Motley Fool December 22, 2006 Roy Lewis	Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions.
On Wall Street April 1, 2011 Susan L. Hartman	Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning.
The Motley Fool May 21, 2009 Dan Caplinger	The Money Trap You're Better Off Without Don't put your retirement savings in the wrong place.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
Financial Planning September 1, 2013 Donald Jay Korn	Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere.
The Motley Fool February 4, 2005 Roy Lewis	Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier.
The Motley Fool February 7, 2005 Rich Duprey	Retire the IRS Way? Regulation proposal will offer sweeping overhaul of 403(b) plans. Feb. 14 deadline for public comment nears.
AFP eWire June 19, 2013 Dennis Walsh	Guidelines to Ensure Your Nonprofit Isn't Next on the IRS's List It is important for those charged with governance of exempt organizations to consider stakeholder perspectives in determining executive pay levels and the peril that may result when oversight doesn't meet public expectations.
CIO March 15, 2001 Evan Fray-Witzer	Independents' Day You may call them contractors, but the courts say they're employees. A look at the problems that can come from mischaracterizing an employee as an independent contractor and steps you can take to avoid problems.
Investment Advisor December 2006 Elizabeth Festa	Pension Act Reforms for DB and Hybrid DC Plans For those trying to devise defined benefit and hybrid defined benefit/defined contribution plans that fall under the employer deduction rules of the Pension Protection Act of 2006, there is a thicket of information to wade through and interpret.
The Motley Fool December 2, 2005 Roy Lewis	Get Paid to Get Smarter Employers reap tax benefits by paying for employees' education. It's a win-win situation for employer and employee alike.
The Motley Fool September 8, 2006 Dan Caplinger	Taxes and Your New Business: Part 2 You know what taxes to pay as a business owner. Now learn which ones you have to collect.
Financial Advisor September 2004 Marla Brill	The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs.
The Motley Fool January 13, 2010	Lower Taxes Are Always in Season What you can do now to reduce your taxes.
The Motley Fool December 15, 2010 Selena Maranjian	Who's in Line for a Better Retirement? Some 401(k) plans are much more powerful than others.
The Motley Fool August 11, 2006 Dan Caplinger	Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives.