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Posts:
- QPRT Example: $1 Million Estate Tax Savings
- QPRT for Dummies: The #1 Estate Planning Strategy [Step by Step]
- Primary Residence Held in Irrevocable Trust: Our Favorite Strategy
- QPRT for Vacation Home: Here’s the #1 Way to Structure
- QPRT Term: How to Choose the Optimal Length [+ IRS Pitfalls]
- Qualified Personal Residence Trust (QPRT): Understanding the Pros and Cons
- QPRT Sale of Residence: What Happens if the Home is Sold [+ IRS Pitfalls]
- What is Difference Between Funding at the Target or the Minimum or Maximum?
- Secure Act 2.0 Retirement Plan Tax Credits: A Home Run for Small Business
- Solar Investment Tax Credits: Case Study
- Charitable Remainder Trusts: Avoid the Top Pitfalls
- Top 10 Estate Tax Planning Strategies
- Qualified Personal Residence Trust (QPRT): The #1 Strategy
- How Entity Structures Impact Retirement Contributions: S-Corps, C-Corps, and Sole Proprietors
- Charitable Remainder Trusts: A Powerful Tool for Tax & Financial Planning
- Dental Office Retirement Plans: The Compete Guide
- Private Placement Life Insurance Disadvantages: Pitfalls to Avoid
- Private Placement Life Insurance (PPLI): The Ultimate Guide [2023 Edition]
- Retirement Planning for Anesthesiologists: Our Favorite Plan
- Retirement Planning for Radiologists: The #1 Guide
- Retirement Planning for Chiropractors: The #1 Strategy
- Sell My Structured Settlement: How Much is it Worth?
- Structured Settlement Attorney Fees: Top Tax Deferral Strategies
- Retirement Planning for Lawyers: The $3.4 Million Solution [+ Pitfalls❌]
- Retirement Planning for Dentists: Top Strategies [+ Pitfalls to Avoid❌]
- S-Corp Profit Sharing Plan: The Complete Guide
- How to Report Self-Employment Income Without a 1099 [Simple Guide]
- Does a Cash Balance Plan Apply to all Employees? The ‘Simple’ Guide
- Free Cash Balance Plan CPE: Here’s Your Best Option
- Retirement Plans for C Corporations: The ‘Simple’ Guide
- Does a Cash Balance Plan Lower QBI? The Simple Answer
- Cash Balance Plan Consulting: The Best Way to Structure a Plan
- What is a Professional Corporation? Rules, Structure & Benefits
- SEP vs SIMPLE IRA: Here’s the Best Plan
- How to Change LLC to S-Corp: The ‘Quick Step’ Guide
- Self-Employed Taxes for Dummies: Beginners Guide
- Why Would You Choose an S-Corporation? [Top Reasons]
- C-Corp Advantages: Why a C-Corp Might Be the Best Entity Structure
- 5 Clever Reasons Why Defined Benefit Plans Work Great for Young People
- Cash Balance Plan Formula: The Easy Calculation [Video]
- Who contributes to a cash balance plan?
- How Long Do You Have to Fund a Cash Balance Plan? Complete Guide
- How long do you have to fund a defined benefit plan?
- Who Bears the Risk in a Defined Benefit Plan? [+ Top Hazards❌]
- Defined Benefit Plan Minimum Required Years [3 + 5 Year Limit]
- Defined Benefit Plan Time Horizon: Understanding Plan Permanency
- The Complete Guide to Micro Captive Insurance
- Top Captive Insurance Companies: The Complete Guide
- Underfunded Defined Benefit Plan: The Complete Guide
- Underfunded Cash Balance Plan: What is it and How to Correct
- S-Corp Health Insurance for Dummies: Rules and Requirements [+ Illustration]
- Defined Benefit Plan Administration: The Role of the TPA
- Defined Benefit Retirement Plan: Benefits, Rules and Requirements
- SECURE Act 2.0 Offers Incentives to Businesses and Employees for Retirement Plans
- Physician in Private Practice: How Does the 401(k) Contribution Work?
- Are Cash Balance Plans Protected by the PBGC? Complete Guide
- IRS Form 2553 Instructions: Step-by-Step [+ Screenshots]
- IRS Form 8832 vs 2553: Which Form Do You File?
- Can an S-Corp Own Vehicles? [2023 Update]
- Can My Wife Be an Employee of My S-Corp? [Rules + IRS Pitfalls]
- What is the S-Corp Tax Rate? [2023 Update]
- How do I take money out of my S-Corp without paying taxes? Rules & requirements
- Can I Pay My Kids from My S-Corp? Rules & Requirements
- Can I Lease a Car Through my S-Corp? [IRS Rules + Pitfalls]
- At What Income Level is an S Corp Worth it? The Income Level Threshold
- Small Business Tax Planning: Top Strategies for 2023 [+ Our Favorite]
- How Often Can You Pay Yourself from an S Corporation?
- C-Corp Fringe Benefits: The Complete Guide [Updated for 2023]
- Tax Classification for LLC: The Complete Guide for 2023 [+ IRS Tips]
- LLC Expenses Cheat Sheet: Capture All Tax Deductions in a Few Easy Steps!
- How to Tell if a Company is an S Corp or C Corp: The Quick Guide
- LLC Tax Benefits: Here’s The 1 Tax Advantage You Might Be Missing
- The Complete Guide to S-Corporation Shareholders [Updated for 2023]
- How do small business owners pay themselves? Here are your options!
- 1099 vs LLC: An Easy Comparison [Table + Case Study]
- Can an LLC be taxed as a C-Corp?
- How to Set up an S Corporation: A Step-by-Step Guide
- 2553 Form: Complete in a Few Simple Steps!
- S-Corp Salary 50/50 Rule: Simple Guide [+ IRS Red Flags]
- S-Corporation Examples: Here’s Our Top 3 [+ Our Favorite]
- S Corp vs C Corp: An Easy Comparison [+ IRS Hazards]
- How are S-Corp Distributions Taxed? An Easy Guide [+ 1 Simple Rule]
- S-Corp Reasonable Salary: How to Calculate [+ IRS Pitfalls to Avoid]
- Owners Draw vs Salary: The #1 Strategy to Optimize [+Illustration]
- S-Corp Dividends: Tax Rate, Distribution Options, FAQ [+ IRS Hazards ❌]
- S-Corp Self Employment Tax: How to Calculate [+ Pitfalls to Avoid]
- Wage Compensation for S-Corporation Officers: Pitfalls to Avoid [ #1 Strategy]
- Top 10 S-Corporation Disadvantages [+ IRS Red Flags]
- S-Corp vs Sole Proprietorship Tax Calculator: A Few Easy Steps!
- S-Corp Salary 60/40 Rule: Reasonable Compensation Guide [+ IRS Pitfalls]
- Roth IRA For Self-Employed: Here’s The #1 Tax-Free Strategy
- Deferred Election Cash Balance Plan: What is the Deadline?
- Defined Benefit Plan Eligibility Guide: Rules and Requirements
- Pension Plan Life Insurance: The #1 Way to Structure
- Retirement Planning for Physicians & Doctors: Our #1 Strategy
- Defined Pension Plans Explained: Rules, Requirements & Benefit
- Cash Balance & Defined Benefit Plans for Dentists: The #1 Strategy
- Can You Purchase Life Insurance Inside a 401(k) Plan?
- Cash Balance vs. Traditional Pension Plan: An Easy Comparison [ Case Study]
- Life Insurance in a Profit-Sharing Plan: The Complete Guide
- The Pros and Cons of Self Directed Solo 401k Plans
- Solo 401k Controlled Group Rules: The Quick Guide
- Self-Directed IRA w/ Checkbook Control: Should You Do It?
- Top Heavy Retirement Plan: What is the Minimum Contribution?
- Correcting Retirement Plan Errors: Critical Tips for Success
- Catch-Up Contribution Rules
- Using Your Real Estate Business to Fund Retirement
- What is a Solo 401k?
- Beware: Tips to Avoid Solo 401k Non-Compliance
- How to Use a Solo 401k When You Only Have Rental Real Estate
- How One Real Estate Flipper Put $73,000 Into a Solo 401k
- Case Study: Using a Solo 401k to Purchase Tax Liens
- Solo 401k Non-Recourse Loan: Top 10 Things You Need to Know
- The Top 10 Advantages of a Solo 401k Plan [Infographic]
- Solo 401k Provider Review: Don’t Make This Mistake
- Investing Your Solo 401K in Notes & Trust Deeds [Illustration]
- The Complete Guide to Buying Real Estate in a Solo 401K
- Solo 401k Deadlines: The Critical Dates You Need to Know ⚠
- UBIT & the Self-Directed IRA: 10 Tax Rules [Template] ✅
- How to Fund Your Solo 401k: 5 Surprising Options
- Real Estate Investing With a Solo 401k Real Estate: Tips & Tricks
- 10% Early Retirement Distribution Penalty: How to Get Out of It
- Cash Balance Plan Tax Deduction Strategies: Top 5 + IRS Benefit Limit
- Cash Balance Plan: What is a Hybrid Retirement Plan? ✅
- Cash Balance Plans for Self-Employed: Small Business Guide [+ IRS Pitfalls❌]
- Defined Benefit Plans: Rules, Pros and Cons + FAQs
- Solo 401(k) vs SEP IRA: An Easy Comparison
- RMD Rules for a Solo 401k: The Step-By-Step Guide [Table]
- Solo 401k vs. IRA, LLC
- Cash Balance Plan Illustration: Our #1 Design [+ IRS Red Flags❌]
- Cash Balance Plan Contribution Limits: The 1 Simple Rule
- Life Insurance in a Cash Balance Plan: 3 Simple Steps
- Cash Balance Plan Pros and Cons: The #1 Guide [Table + Video]
- Cash Balance Plan FAQ: The Questions You Never Thought to Ask ✅
- Cash Balance Plan Contribution Deadline [Critical Date + Video]
- Form 5500-EZ Example: Complete in a Few Easy Steps!
- Cash Balance Plans For Physicians & Doctors: A ‘How to’ Guide
- Solo Cash Balance Plan: 5 Powerful One Person Strategies!
- 412(e)(3) Defined Benefit Pension Plans: The Complete Guide
- How Do You Start a 401k? Five Simple Steps
- Terminating a Cash Balance Pension Plan: The 10 Step Guide
- Can a Cash Balance Plan be Rolled Over Into an IRA or 401(k)? Rollover Strategies
- What Does a Cash Balance Plan Cost? Pricing & Fees [Table]
- Cash Balance Plan TPA: The #1 Question to Ask an Administrator
- Deadline to Establish a Cash Balance Plan: The Critical Date
- Cash Balance Plan vs 401(k): A Simple Comparison [Table]
- IRS Rules for Cash Balance Plans: 10 Strategies to $1M [+ Pitfalls]
- Cash Balance Plan Control Groups: 5 Quick Rules
- The Secret to Using a Solo 401k to Buy a Primary Residence
- Penalties for Late Filing of Form 5500 or 5500-EZ? Easy Way to Remove
- Cash Balance Plan Actuary: How to Select the Right One
- How to Set Up a Cash Balance Plan: 5 Start Up Steps [+ Who Can Manage]
- Cash Balance Plans for Dummies: Rules, Benefits + Pension Example
- 5 Brilliant Cash Balance Plan Strategies for the Sole Proprietor
- 401k Plus Cash Balance Plan: The Little-Known Structure [+ Pitfalls]
- Comparing a Self-Directed Solo 401k With a Self-Directed IRA
- Personal Defined Benefit Plan for Self-Employed: Rules + ‘Mistakes’ to Avoid
- How to Get Life Insurance in a Defined Benefit Plan [Template]
- 5 Brilliant Defined Benefit Plan Tax Deduction [Limit +Strategies]
- SEP IRA vs 401k: A Simple Comparison [Table]
- Cash Balance Plan Providers: How Does Fidelity, Schwab and Vanguard Stack Up?
- Defined Benefit Plan Example ∼ 4 Surprising Illustration Examples
- Solo 401k Calculator for S-Corporations Tips for 2022
- Cash Balance Plan Contribution Limit for 2023 [Age + IRS Maximum]
- Cash Balance Plan for S Corp ≈ The $1 Million Rule
- Defined Benefit Plan TPA: #1 Rule to Selecting the Best [Video]
- Solo Defined Benefit Plan Contribution Limit + Best Formula [+ IRS Rules]
- 10 Best Physician & Doctor Defined Benefit Plan Strategies [Video]
- Defined Benefit Plan Fees: How Much Does a Plan Cost? [+ Low Fee Providers]
- Defined Benefit Plan Set Up Guide: 5 Retirement Start Up Tips
- Deadline to Set Up a Defined Benefit Plan [+ Funding for 2023]
- Defined Benefit Plan for S-Corp ≈ $3.4 Million Rule [+ IRS Pitfalls]
- Defined Benefit vs Defined Contribution Plan: #1 Difference
- Defined Benefit Plans for Law Firms: 3 Surprising Examples
- Can a Defined Benefit Plan be Rolled Over Into an IRA or 401(k)?
- Defined Benefit Pension Plan ≈ 5 Simple Steps to 6 Figures
- Combine a SIMPLE IRA With a Defined Benefit Plan or Cash Balance Plan: Surprising Answer
- Safe Harbor 401(k): The Complete Guide [Infographic]
- Defined Benefit Plan for Small Business ≈ How It Works [+ Sole Proprietor Pitfalls]
- Defined Benefit Plan Contribution Limits for 2023: [IRS Age + Solo Maximum]
- Cash Balance Plan Formula: Easy 5 Step Process [Video]
- Can I Invest In Real Estate With My Cash Balance Plan?
- How to Deduct Cash Balance Plan Contributions on Your Tax Return
- How to Invest in Real Estate in a Defined Benefit Plan? Complete Pension Guide
- How to Terminate or Close a 412(e)(3) Plan: 5 Step Guide
- Mega Backdoor Roth IRA: The #1 Strategy in 5 Easy Steps
- Self-Directed Cash Balance Plan: Can You Do It?
- Vanguard Cash Balance Plans: Here’s What They Don’t Tell You
- New Comparability 401(k) Profit Sharing Plans: The #1 Plan
- Defined Benefit vs Cash Balance Plan: What is the Difference?
- Cash Balance Plan Vesting: The Complete Guide [+ Pitfalls]
- Cash Balance Plan Interest Crediting Rate: How to Select the Best Rate
- Structured Settlement: 5 Steps to $1 Million in Savings
- Vanguard Defined Benefit Plan: The Quick Step Guide
- Fidelity Cash Balance Plans: The #1 Question to Ask
- Best SEP IRA Providers: The Top Plans for 2021
- Charles Schwab Defined Benefit Plan: The #1 Question to Ask
- SEP IRA Rules: The 5 Critical Rules For Business Owners
- Solo 401k Prohibited Transactions: The Quick Step Guide
- #1 Strategy for an Overfunded Defined Benefit Plan [Step by Step]