Help Small Business Owners Choose a Retirement Plan

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Part of saving for retirement includes reporting all IRA contributions to the feds via Form 1040. Naturally, there are five different lines to consider depending on the type of contribution made. Educate clients on their reporting responsibilities. A failure to report or an inaccurate listing could result in penalties and an unwelcome tax bill.

Key 2015 Retirement Plan Limits and Reminders for Business Owners

Small business owners have a number of opportunities to save more money in their retirement plan accounts. The key is to know which benefits apply and the governing rules. These general guidelines can help your clients maximize their retirement contributions for 2015 and beyond.

4 Key Rule Changes for Retirement Accounts in 2015

Some rule changes benefit clients. Acquaint them with the good news by reviewing these four changes and the new opportunities now available to them.

7 Deadly IRA Sins—Ignore them at your own peril!

Avoid seven of the most common and costly IRA mistakes that frequently trip up advisors and their clients. Many of these mistakes are fatal and cannot be undone. Get it right the first time and avoid unhappy clients... and their lawyers!