In-Service Withdrawals: 401k withdrawals while you are still working
You should become familiar with the terms of your employer's 401(k) plan to understand your particular withdrawal rights (more...)
Buy-Sell Basics
What is a buy-sell agreement?Business succession toolEvents like the death, disability, or retirement of an owner don't have to mean the end of the business. [...]
Buy-Sell: in-depth considerations
Transferring Your Business Interest with a Buy-Sell AgreementWhat is a buy-sell agreement?Business succession toolEvents like the death, disability, or retirement of an owner don't have [...]
Long-Term Care—Annuity Hybrids: New alternative to long-term care insurance
Long-Term Care Annuities When planning for the potential cost of long-term care, you've probably considered long-term care insurance. But premiums can be expensive and if [...]
All about Self-Directed IRAs
Just because a self-directed IRA allows you to choose certain investments, it doesn't mean that you should. Some investment choices aren't suitable for all investors.Certain [...]
Monte Carlo Simulations
MONTE CARLO SIMULATION Rolling the dice on returns. When someone walks into a casino in Monte Carlo and rolls a pair of dice at the [...]
The ‘Golden Handcuffs’ Concept
“GOLDEN HANDCUFFS” FOR KEY EMPLOYEES A way to “sweeten the pot” and retain executives and managers. A job that is simply too good to leave. [...]
Looking ahead: the upcoming health care changes, 2012-1014
HEALTH CARE REFORM – THE NEXT 3 YEARS A look at the changes coming in 2012, 2013 & 2014. Companies sponsoring group health plans [...]
Financial Checklist for year-end, 2011
The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2012? Try [...]