Fully Funded 412(e)(3)

Fully Funded 412(e)(3)

Fully Funded 412(e)(3) Need to Start Saving Sizeable Amounts Toward Retirement? You Can, Tax-Deferred! Saving for retirement – as important as we all know it is – isn’t always easy. For most people there are bills to pay, children to educate, and businesses to...
401K for Small Businesses

401K for Small Businesses

Saving for Retirement is Important How a 401[K] Plan Can Help Saving for retirement is important, but it’s not always easy. As most of us know, there seems always to be something (or someone!) laying claim to our hard-earned dollars. If it’s not expensive auto...
SECURE Act 2019 – Quick Facts

SECURE Act 2019 – Quick Facts

SECURE Act 2019 – Quick Facts As you are likely aware, the President has signed a spending package that included the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The goal of the SECURE Act is to improve the nation’s retirement system...
Taxes Are ‘On-Sale’

Taxes Are ‘On-Sale’

Taxes Are ‘On-Sale’ Taxes Are Temporarily ‘On Sale’ – Are You Taking Advantage? The traditional advice was always to ‘defer taxes now because you will be in a lower tax bracket in retirement’.  Well, for today’s Federal Employees who have pensions,...
Pros & Cons of TSP Annuity

Pros & Cons of TSP Annuity

Pros & Cons of TSP Annuity Pros & Cons of the (Antiquated) TSP Annuity An annuity, in the broadest terms, usually refers to an investment or program where the participants exchange a sum of money (contributions) for a guaranteed stream of income.  In general,...