Life has been coming at us fast lately as we cope with the COVID-19 pandemic. Yesterday, the Senate passed the CARES Act (Coronavirus, Aid, Relief, and Economic Security Act), which offers over two trillion dollars in aid.

The Senate passed the most sweeping retirement legislation in decades - The SECURE Act. Find out how it impacts you here.

Wondering how much you can sock away for retirement?  Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.Last week, the IRS released the new deferral rates for 2020.  Without further adieu, see below for the 2019 limits and the new 2020 limits so you can stay on top of your contributions.

Is a cash balance plan a good fit as a retirement plan for a doctor's office with ten employees?

Karen founded a successful architecture firm and now wants to focus on saving money on taxes AND saving more for her and her employees' retirement. Is a cash balance plan a good fit for them?

Fall is in the air and we are officially creeping towards the end of the year. If you are a business owner or a partner, this is typically the time of year when your retirement plan crosses your mind. Whether you need a minor tweak or a major overhaul, your retirement plan strategy is worth a review before the end of the year to make sure you are doing all you can to meet the needs of your own retirement, your employee’s needs, and your company’s objectives.

If you are a business owner and haven’t heard of a cash balance plan before…you’ll want to keep reading to find out if you can save a small fortune in taxes AND ramp up your retirement funds.

It's Back to School here in Georgia. Here are the Top 3 Things Teachers Need to Know about their Teacher's Retirement System of Georgia benefit!