Each retirement plan is built for different purposes and offer varying advantages. We explore SEP, SIMPLE, and 401(k) plans to see which is right for your business.
There are many options when it comes to 401(k) investment. This article examines many popular investment opportunities typically used by 401(k) providers so you can evaluate which ones are right for you.
Using the IRS code to your advantage can allow you to deduct taxes on certain items, investments, and more. These four tax shelters can help you get started.
Learn the ins and outs of estate tax, the difference between estate and inheritance tax, what assets are subject to estate tax, and how to minimize your estate taxes.
10 states and 2 cities have implemented retirement mandates. However, companies can choose between the state-administered program or a qualifying plan. What is deemed a qualified plan varies from state to state. This article provides in-depth information on qualifying plan requirements for states and cities with retirement plan mandates.
Retirement years should bring happiness and relaxation to your life. You are free of financial obligations and family responsibilities. Work stress is behind you, and you can look forward to vacations and spending the money you have saved all your life.
The IRS has released new guidelines for the 2022 Contribution Limits for company-sponsored retirement plans and they’ve increased! If you’re not sure what they are, Leading Retirement Solutions has you covered.
State mandated retirement plans are soon being implemented for several states. Several others are right behind. Implementation will take several years based on the amount of employees the company employs.
The Employee Retention Credit was a landmark bill that passed in the US during the pandemic. But since it passed, there have been a number of revisions and alterations. Here are the main changes.
As of September 2021, four states with legal recreational or medical cannabis programs—Oregon, California, Illinois, and Maryland—require companies to adopt retirement plans. Seven other states with legal cannabis are in the process of adopting similar mandates.
Estate planning is just as essential as everything else on your to-do list. In this guide, we cover a brief overview of estate planning, why it is necessary, and what makes getting started now easier than ever before.
According to the Employee Retirement Income Security Act of 1974, or ERISA, no employer is required to establish a retirement plan. But there are different requirements related to offering a retirement plan depending on the state your company is based in.
While virtually all states with legal cannabis programs now require cannabis companies to offer their employees retirement plans, each state has its own process and timeline for satisfying these requirements.
Are you in your 60’s, 50’s, or even 40’s and beginning to think about retiring? Here are five essential late-retirement-planning tips that address both your financial and personal well-being before and during retirement.
At Leading Retirement Solutions we believe there are a number of great reasons for women business owners to select a woman-owned 401(k) provider when they shop for a retirement plan.
