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Exceeding Expectations. Always. — Business Advisors and CPAs

Retirement

What is a 401(k) or 529 Plan?

A 401(k) is a type of retirement savings account, while the 529 plan was created to help families set aside funds for future college expenses.
Posted: December 19th, 2014 | Permalink

Retirement vs. College

It seems that at every turn, there is something new to pay for. But the two most pressing financial matters in your life often include funding for your retirement and paying for your child’s college education.
Posted: December 19th, 2014 | Permalink

Pension Protection Act

The law codifies sweeping reforms in the way that pension plans are dealt with by companies and also provides for aggressive reform of the IRS tax code.
Posted: July 23rd, 2014 | Permalink

Planning for College - Using a Roth IRA

Planning for College - Using a Roth IRA to pay for college
Posted: July 23rd, 2014 | Permalink

Five Tips to Help Plan for Your Retirement

No matter the age you are now, retirement is not as far off as you think it may be. Since it is never too early to start saving for retirement, it is important to lay to ground work now to be financially secure when the time does come to retire.
Posted: March 26th, 2014 | Permalink