Are you a business owner in charge of selecting and providing a retirement plan for your employees (even if you’re...
“Do I need a financial advisor?” You may be wondering this. Make no mistake: financial advisors are not reserved only for the...
Figuring out which type of retirement plan to offer your employees is not as simple as choosing a 401(k) and calling it...
A defined benefit plan — also known as pension plans or qualified-benefit plans — is one of the oldest retirement plan...
What is a pooled employer plan (PEP)? A PEP is a defined contribution plan for retirement, but rather than the...
Before we jump into using your HSA as a tool for retirement, let’s cover the basics of what a health...
SECURE Act 2.0 increases required minimum distributions to age 73 Many types of retirement plans, like traditional IRAs and 401(k)...
401(k) hardship withdrawals With a traditional 401(k), you can only make penalty-free withdrawals after you reach age 59 ½. We always advise...
Types of Retirement Plans and How They’re Taxed First, consider what distinguishes the different types of retirement plans. Factors include: Timing...
Landmark CPAs is pleased to announce Garland & Greenwood CPAs will merge with Landmark CPAs, effective January 1, 2025. This merger brings together...
