Retirement Planning

Supplemental Executive Retirement Plan (SERP) 101 Guide

Supplemental Executive Retirement Plan (SERP) 101 Guide

Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep leaders engaged while planning for the future.  This guide will walk you through the fundamentals of SERPs, including what they are, how they function, and why businesses implement them. Whether […]

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Retirement Plan Rollovers - 101

Retirement Plan Rollovers 101

Do you have an old retirement plan? Is it still with your previous employer? Or has your company just been purchased / merged, and the new company has a new plan? Each year many people face this situation. So, what should you do with your old retirement plan? You will typically have the option to

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My Favorite Type of Retirement Plan for Sole Proprietors

My Favorite Type of Retirement Plan for Sole Proprietors

Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves. Employers may make tax-deductible contributions on behalf of eligible employees to their SEP IRAs. SEPs are something worth considering because they are

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10 Things to Consider When Planning to Transition into Retirement

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