20 min read
Keep the Benefits, Gain Control: Cash Balance Plan Conversions
A few years ago, one of our clients, let’s call her Sarah, came to us in frustration. She was a 51-year-old business owner, pulling in over $500K a...
Accumulation of Wealth
18 min read
Why Business Owners Should Care About Roth IRAs
Imagine this: You're sitting at your favorite coffee shop, laptop closed, sipping your drink, while your investments quietly grow in the background,...
17 min read
Slash Taxes, Boost Retirement: Business Owner Guide for IRAs
When Sarah launched her design business, she wasn’t just chasing income;she was chasing freedom. The freedom to work with clients she loved, set her...