Last edited by Aragis
Sunday, August 9, 2020 | History

3 edition of Beyond 401(k)s for Small Business Owners found in the catalog.

Beyond 401(k)s for Small Business Owners

by Jean D. Sifleet

  • 385 Want to read
  • 0 Currently reading

Published by John Wiley & Sons, Ltd. in New York .
Written in English


The Physical Object
FormatElectronic resource
ID Numbers
Open LibraryOL24278644M
ISBN 109780471480891

WARNING: Your (k) or Similar Accounts Could Be Killing Your Chance of a Dream Retirement This revolutionary book helps you discover if your dreams of a happy retirement are at risk, and what you can begin doing about it. (k)s, Cash Balance Plans help employers accelerate retirement savings, reduce taxes, and retain top talent. BEYOND THE (k) expands the educational efforts Kravitz began in with Cash Balance Coach®, a web-based training program for financial professionals.

  Preparing for retirement goes beyond a good (k) By Laurie Meyers Novem Leave a comment. Thou shalt contribute to thy (k) — or (b) or individual retirement account, etc. It is the first commandment of retirement planning. “Go to a book club one time and check it out, volunteer for one shift someplace, join the gym.   All of these different types of IRAs and their tax advantages are summarized nicely in a book called “The Boglehead’s Guide to Retirement Panning.” You can also see a fairly lengthy IRA Primer on Smart Money’s website, which will illustrate why the topic is beyond the scope of this article.

SB included revisions to other sections of the Quality Basic • Efforts beyond individual level addressing all levels of a book, an activity or craft • We Care Elementary –Grades – 6 lessons at each grade level, focusing on different topics related toFile Size: 5MB.   “[the book] challenges some basic assumptions about traditional retirement plans to reveal that: (k) and (b) plans are laden with Porky Pig fees, poor investment choices, and conflicts of interest. There is a simple way to make the smartest choices in these plans — and this book shows you exactly what to do and which funds to avoid.


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Beyond 401(k)s for Small Business Owners by Jean D. Sifleet Download PDF EPUB FB2

This accessible, highly readable book explains all the essentials of these complex tax-qualified plans. Supported by case studies, checklists, charts and diagrams, the book shows exactly how Cash Balance Plans can take business owners beyond the (k) to accelerate retirement savings, reduce taxes, and deliver better benefits for employees/5(19).

Beyond (k)s for Small Business Owners presents strategies for reducing taxes, planning for your retirement, and rewarding high-performing employees. Expert advice from attorney and CPA Jean Sifleet will help Beyond 401 book business owners maximize their own rewards and create an environment in which employees know that their hard work will mean a /5(6).

Case studies, sample plans, and helpful references make this book your one-stop source for complete coverage of alternatives, from cash bonus programs to employee stock option plans (ESOPs) and everything in between. With Beyond (k)s for Small Business Owners you'll have all the tools you need to:Brand: Wiley.

Home Buy the Book Reviews Read a Chapter. What you'll learn by reading Beyond the (k): The 10 biggest retirement mistakes your high net worth clients are making, and how to use Cash Balance Plans to fix them; How to win new (k) and wealth management business by leveraging Cash Balance Plan sales.

Of course not. Best of all, if after reading an e-book, you buy a paper version of Beyond (k)s for Small Business Owners: A Practical Guide to Incentive, Deferred Compensation, and Retirement Plans.

Read the book on paper - it is quite a powerful experience%(). (k) is a powerful retirement savings tool, these plans alone are often insufficient for high income earners to achieve their goals. Join us to learn from leading national experts how to optimize your company’s retirement savings program “beyond the (k).” Advanced plan design and tax planning solutions allow.

The ultimate reference on compensation for small business owners Beyond (k)s for Small Business Owners presents strategies for reducing taxes, planning for your retirement, and rewarding high-performing employees. Expert advice from attorney and CPA Jean Sifleet will help small business.

Beyond the (k) Posted February 9, by burypensions in Books. 4 Comments. A marketing book for cash balance plans that came out in geared for financial advisors with some questionable assertions* but also some helpful excerpts (some for my clients) including on pension history: Question 4 of the Gray book says otherwise.

Beyond The k: Retirement Savings For The Rich. The (k) plan is the single best wealth accumulation vehicle available to the vast majority of Americans.

At today’s contribution limits. Buy The Extraordinary Story of the Man Who Ran Marathons in Days and Changed His Life Forever by Ben Smith (ISBN: ) from Amazon's Book Store. Everyday low prices and free delivery on eligible orders/5(70).

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Beyond (k)s and IRAs, How Else Can I Boost Retirement Savings. That means selling some losers to offset profits you book when selling winners. Capital losses can offset capital gains dollar for dollar. And if you happen to end up with more losses than gains, you can use losses to lower your taxable ordinary income up to $3, a year.

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Kravitz, Inc. has just released a new book that demystifies Cash Balance Plans, the fastest growing type of retirement plan in the country. The user-f. A thought-provoking book that challenged me to rethink my investment strategy and become more financially educated.

The author talked about how the landscape has moved from a defined benefit era (e.g. pension plans) to contribution plans (e.g.

(k), and slams the (k)/mutual fund industry as (not an exhaustive list)/5. Beyond Prohibited Transactions: The Plan Asset Rule Posted on J by K Checkbook Checkbook QRP, self-directed Solo k and checkbook-control IRA investors are aware (I hope that’s true) of the Prohibited Transaction Rules and Disqualified Persons discussed in IRC   Beyond Prohibited Transactions: The Exclusive Benefit Rule Posted on J by K Checkbook Among the first concepts introduced to self-directed IRA and Solo (k) investors are “prohibited transactions” and “disqualified persons.”.