LRS 
Received an IRS Letter About Your Retirement Plan? Here’s What to Do
If you’re a business owner, the reality is at some point you may receive a letter from the IRS regarding your company’s retirement plan. Here’s what to do.
Rollovers As Business Startups: 4 Most Common Compliance Issues
The real challenge that most business owners who engage in the ROBS business financing strategy face is, of course, compliance issues and regulatory requirements. Here are answers to 4 of the most common compliance issues.
Rollovers As Business Startups: 4 Most Common Questions
So, you engaged in the Rollovers As Business Startups (ROBS) financing strategy or you’re thinking about it as an option for funding your business venture and you are just trying to do as much research as possible. Either way you have questions, and we have the answers! In fact, 4 answers to 4 of the most common ROBS questions we encounter.
New Prospects in Women-Owned Businesses for Financial Advisors
Women are currently employing roughly 9 million individuals in the U.S. and generating over $1.7 trillion dollars in annual revenues. Here’s how to engage with this growing demographic.
5 Great Tax Breaks for Business Owners with a Retirement Plan
If you’re a business owner just trying to save a little extra cash or a financial advisor hoping to help your clients do the same, saving and investing more for retirement, then we have some insights for you on 5 outstanding tax breaks that will help you pay less in taxes and keep more money in your pocket.
Insider Insights: The ROBS Strategy for Financing Your Business
For those who have already engaged in the ROBS transaction or are thinking about pursuing it as a funding option, here are some quick insights regarding what we see regularly with business owners who have used the ROBS strategy.
How to Select Your ROBS Provider
There are some things to consider when selecting your ROBS Provider (also known as a ROBS Promoter). The ROBS business financing strategy is a complex investment, whereby retirement monies are used to purchase and invest in private stock (considered a securities transaction), and which must follow several government regulations.
ROBS Business Financing Strategy: THE 8-STEP GUIDE
You’ve decided that the ROBS business financing strategy is how you want to finance the start of a new business or growth of an existing business and want to get down to the nitty gritty of how the strategy is setup and implemented. Well, here is the 8-step guide.
Why Businesses are Demanding Custom-made Retirement Plans
Seth Retzlaff is a professional retirement plan consultant for Leading Retirement Solutions. A keen eye for trends, Seth is on the front lines of the retirement industry and is happy to share his own insights of what he is seeing.
Alternative Business Financing: How to Grow A Company the Traditional Way
For many people, moving to Hawaii seems like a dream come true. Warm days filled with sun and sand is a stark contrast to …