Filing Form 5500-EZ for your Self-Employed 401(k) Plan There’s good news if you’re a solo entrepreneur or self-employed individual and want to enjoy the benefits of a 401(k) retirement plan: Congress has created a special type of 401(k) plan just for you. Known as a Self-Employed 401(k) or a solo 401(k), this plan is similar […]
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For some investors, traditional asset categories of stocks, bonds and cash equivalents aren’t enough to ensure a well-diversified portfolio. These individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most common alternative assets […]
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For some investors, the traditional asset categories of stocks, bonds and cash equivalents aren’t enough to ensure a well-diversified portfolio. In such cases, these individuals may want to consider turning to alternative assets in the private market space. Common alternative assets include private equity, private debt, private real estate and hedge funds. Because high-net worth […]
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For some investors, in order to ensure a well-diversified portfolio, the traditional asset categories of stocks, bonds and cash equivalents aren’t enough. In these instances, investors may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of […]
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For some investors, the traditional asset categories of stocks, bonds and cash equivalents aren’t enough to ensure a well-diversified portfolio. When this occurs, individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most […]
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The majority of retirement savings among Americans today comes from employer-sponsored retirement plans. However, four out of 10 full-time employees in the U.S. don’t have access to a retirement plan where they work.* The main reasons for this are that their employers believe it’s too expensive to set up a retirement plan and they don’t […]
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Solo 401(k)s are specially designed for small businesses with no employees, including solo entrepreneurs and the self-employed. Here’s everything you need to know to determine if a Solo 401(k) is the right retirement plan for you and your business. Since they were first introduced in the early 1980s, 401(k) plans have become the most popular […]
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Lots of small business owners want to help their employees save for a financially secure retirement by offering them a retirement plan. However, the cost and complexity of most plans, including the popular 401(k) plan, dissuade many from doing so. This is one reason why more than 40% of full-time employees in the United States […]
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Does your family-owned business have a succession plan in place? If you don’t, you aren’t alone. Despite family firms making up 90% of all business enterprises in the U.S., 47% of owners who want to retire in the next five years say they don’t have a successor.
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Succession planning is one of those things that many owners know is important, but often don’t get around to doing it. In fact, up to half of small business owners who plan to retire in the next five years say they have not yet named a successor, according to the Service Corps of Retired Executives […]
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