PensionQuote Blog
Newsflash: Your business owner clients would like to retire one day
No, they won’t work forever, so with the current lackluster performance of the stock market, now is the perfect time to get creative in order to meet your clients’ retirement goals. It is critical to be sensitive to their desire to accumulate money quickly, save...
The Check Is In The Mail… Unfortunately It’s Going To The IRS
Now that the holiday ornaments are in storage and the merriment has died down, it is time for sobering new beginnings--- a new diet, a new workout routine, New Year’s resolutions; a fresh start. But 2016 also brings sobering realities financially. A shaky economy, a...
Save Like a CEO
As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers--- financial advisors and accountants--- to...
How to Lower Your Tax Liability like a Bush
Establish a Pension Plan For your high income business owner clients who are interested in learning about a very effective tax deduction strategy and how it can be utilized in their overall retirement planning goals and also wealth transfer needs—they should take a...
Derek Jeter’s Words of Wisdom for Advisors
[ LINK ]
Dying Penniless
It’s Not Just the Poor #retirement #investment #savings #estateplanning [ LINK ]
Real Time Economics @WSJecon
The Fed's June minutes, out at 2 p.m., could offer more detail on post-liftoff plans for rates [ LINK ]
The Right Combination for Your Retirement Plan
July 2015 Newsletter Introduction Setting the Stage The Defined Benefit Component Eligibility Crediting Interest Contributions Top Heavy Minimums Limits on Tax Deductions Flexibility Funding Requirements Conclusion Although not a new design,...
The Best Plan to Drive Your Retirement Needs
June 2015 Newsletter Introduction Lease or Purchase Defined Benefit (DB) Plan Defined Contribution (DC) Plan The Car Lot Compact or Full Size? One-Car Garage Eligibility Employee Deferrals Matching Contributions Profit Sharing Contributions Vesting Loans and...
The PensionQuote Inc. “Formula 1 Plan”
This timely article highlights a solid opportunity for entrepreneurial business owners, and highly compensated professionals to create far larger tax-deductible contributions with specially designed Retirement Plans. These contributions, in properly designed Defined...