LRS 
Are ROBS Plans Cost-effective?
KEY TAKEAWAYS ROBS Plan: The Basics ROBS plans allow business owners to use the money in their retirement accounts to fund their businesses without …
2023 IRS Contribution Maximums
The IRS has released new guidelines for the 2023 Contribution Maximums for company-sponsored retirement plans and they’ve increased! If you’re not sure what they are, Leading Retirement Solutions has …
Resolving Retirement Plan IRS Letters: A Step-by-Step Guide
If you’re a business owner, you may receive a letter from the IRS regarding your company’s retirement plan. Worse yet, the letter may even …
Restricting Cannabis Access to Banking is Discriminatory
KEY TAKEAWAYS Although the cannabis industry is highly profitable—and some form of cannabis is legal in 37 states—traditional banks generally won’t work with cannabis companies because …
Plan Termination: Frequently Asked Questions
How long does the termination process take? There are many steps that must be taken to ensure proper termination of a Retirement Plan and …
How to Exit the ROBS Business Financing Strategy
If you have a ROBS 401k nightmare on your hands don’t worry, there are plenty of ROBS exit strategies you can utilize. We’ve done many …
Leading Retirement Solutions Now Offers 401(k) Plans for Cannabis Companies!
Attracting and retaining high quality employees has become extremely competitive in the booming Cannabis industry. These employees expect attractive benefits as part of their …
Will You Owe Additional Taxes for a Distribution of Your Retirement Account?
Did you know, most distributions from a retirement plan (e.g. 401(k), 403(b), 457, etc.) are subject to income tax and may be subject to …
Are You Eligible for the Retirement Savings Tax Credit?
With tax season right around the corner it’s always a good idea to be on the lookout for ways to save some money. If …
Good News for Small Businesses!
According to the SBA Office of Advocacy, small businesses remain the lifeblood of the U.S. economy! On January 30, 2019, they released their most …