Posted by the CPA Journal, February 2019. By Sheldon M. Geller, JD, CPA Retirement plan sponsors have become the subject of unprecedented scrutiny from plaintiffs’ lawyers and Department of Labor (DOL)…

There is still time to set one up this year! If you are self-employed or own a business and do not have a retirement plan yet, you may want to consider setting one up. Here are a few reasons why. Build…

Deciding what to do with the money in your old 401(k) account is an important decision, and it begins with understanding your options. When you change employers or retire, it’s important to understand…

If you inherit an IRA, you have options. What your options are depend primarily on how you are related to the deceased account owner and when the account owner died. Here are five things to know about…

In the year before retirement, there are many decisions you should make or begin thinking about that could impact you for the rest of your life. These decisions may involve things like your retirement…

How well you manage your 401(k) in your working years can have a big impact on your financial security in retirement. The following tips are designed to help make the most of your 401(k), from the time…

How well you manage your 401(k) in your working years can have a big impact on your financial security in retirement. This is Part II on How to Make the Most of Your 401(k) and the following tips are designed…

As the end of 2021 approaches there is an important tax-savvy move that you can and should consider by year end. While contributions to IRAs can be made for the previous year up to the tax-filing deadline…