LRS, Author at Leading Retirement Solutions

Plan Sponsors, Financial Advisors & Fiduciary Resources

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.

Jun 20, 2018

Tax Strategies & Financial Planning

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.

Jun 13, 2018

ROBS (Rollovers as Business Startups)

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.

Jun 6, 2018

ROBS (Rollovers as Business Startups)

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.

May 30, 2018

ROBS (Rollovers as Business Startups)

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.

May 23, 2018

Retirement Plan Design & Types

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.