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How to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)

How to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)

The Problem with Your Beneficiaries

In the past, passing money to your beneficiaries through an IRA was simple.

You Got a Letter From the IRS

The IRS sends taxpayers millions and millions of letters for multiple reasons. Many of them are of minor consequence and do not involve an audit.

Post Election Update from Judd Carlton

Election 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.

What is a limit order?

Let’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?

5 business owner investing mistakes – and how to avoid making them!

This 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.

What to do When Your Social Security Benefits Are Reduced

Many people talk about Social Security benefits being reduced, but very few have taken the time to figure out what that means for them.

What if Social Security Benefits are Reduced?

Many people talk about Social Security benefits being reduced, but very few have taken the time to figure out what that means for them.