Exceeding Expectations. Always. — Business Advisors and CPAs


Few Changes to Retirement Plan Contribution Limits for 2017

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2017.
Posted: January 3rd, 2017 | Permalink

There’s Still Time to Set up a Retirement Plan for 2016

Saving for retirement can be tough if you’re putting most of your money and time into operating a small business. If you haven’t already set up a tax-advantaged retirement plan, there’s still time to do so this year.
Posted: November 14th, 2016 | Permalink

Starting A Retirement Plan

In order to avoid the financial stresses that can come along with retirement, it’s important to know where to start with your retirement plan. This first step often entails estimating your retirement income which should be conservatively estimated.
Posted: December 19th, 2014 | Permalink

Roth IRA vs. Traditional IRA

When planning your retirement, it is important to understand the differences between a traditional IRA and Roth IRA.
Posted: December 19th, 2014 | Permalink

Withdrawing Retirement Funds

Withdrawing money from your retirement funds such as a Roth IRA or a 401(k) prior to the age of 59 ½ usually comes with a hefty tax penalty. But if you know the rules, there are ways to minimize the penalties.
Posted: December 19th, 2014 | Permalink