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Reading Time: 9 minutesHow to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)

Reading Time: 2 minutesIn the past, passing money to your beneficiaries through an IRA was simple.

Reading Time: < 1 minuteThe IRS sends taxpayers millions and millions of letters for multiple reasons. Many of them are of minor consequence and do not involve an audit.

Reading Time: < 1 minuteElection day is behind us peacefully. The markets are reacting positively this morning, but we are keeping an active watch. No clean sweep for either side so it is likely that policy change will be moderate.

Reading Time: < 1 minuteLet’s say you want to buy a stock but you’re scared it will run up too much before you buy it. Have you heard of a limit order?

Reading Time: 8 minutesThis article will cover the 5 biggest mistakes we see business owners making with investing. We’ll also give you some investing tips directly applicable to business owners; but don’t worry – we’ll make it fun, practical, and relevant to your professional and personal objectives.

Reading Time: < 1 minuteWith the last weekend of summer behind us, thoughts of end of year financial planning are upon us. Have you asked yourself the following questions?