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Two Minute Tax Tips for Year End

Nov 19, 2013 | 401k, Blog, IRA, News, Retirement Planning, Self-Employed, Tax Planning

Don’t Forget Your Contributions If you turned 50 this year you are entitled to a catch up contribution of $5,500 for your 401(k). It is not too late to catch up for 2013. Also, anyone with compensation can contribute to an IRA. It’s the deductibility of the IRA...

How Plan Sponsors Can Avoid Problems

Oct 1, 2013 | 401k, Blog, Fiduciary, News, Retirement Planning, Self-Employed

Avoid problems with your 401k with sage advice from the Oracle – Ary Rosenbaum:  http://www.jdsupra.com/legalnews/the-hidden-dangers-for-the-401k-plan-s-26704/ Mr. Employer, follow these effective guidelines: Offer your employees investment education so they can...

ING Sued Over 401k Revenue Sharing

Aug 13, 2013 | 401k, Blog, Employee Benefits, Fiduciary, News, Retirement Planning, Self-Employed

A  district court in Connecticut ruled ING Life Ins. and Annuity Co. (“ILIAC”) a fiduciary related to its revenue sharing practices and scheduled a four week trial to begin anytime after September 3. The lawsuit, Healthcare Strategies v. ING Life Insurance and Annuity...

August Potty Reading

Aug 9, 2012 | Blog, Bonds, Economics & Markets, Self-Employed, Uncategorized, Wall Street Greed

I’m starting this edition of Potty Reading with something inspirational before I subject you to the torment of my soap box. Many of my clients and friends have heard me say before that even if I won the lottery, I would still do what I do.  I love the puzzles and...

Your 2012 Financial Planning Checklist

Dec 28, 2011 | 401k, Blog, Estate Planning, Fiduciary, Financial Plan, Insurance, Investments, Long-Term Care, Retirement Planning, Self-Employed

For 2012, I’ve put together a checklist to help you take a deeper look at your financial picture, address a few important areas of financial planning, as well as provide you with some suggestions for the new year.   The Basics ¨    Create a Financial Plan.  By...

401k Alert: Hidden Fees and Lower Standard Continue

Jun 27, 2011 | 401k, Blog, Investments, Retirement Planning, Self-Employed

A new regulation from the Department of Labor providing much needed fee transparency and accountability for 401k participants was to go into effect on July 16th, 2011, has been delayed until January 2012.  The regulation is Section 408(b)(2), and it’s all about fees,...
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Potty Reading?

My newsletter is called "Potty Reading" because it covers a smorgasbord of interesting and entertaining topics. Stay informed, on many things. Click to Subscribe   Archive Past issues here
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