Investing News And Commentary

Viewing posts from September, 2016

September 13, 2016

Defined Benefit Plans: Too Good to be True? No.

When we first start going into the details of defined benefit (DB) plans with people who are good candidates for them (individuals who have high income from self-employment), we often run into some skepticism.  How, they ask, can it possibly be legal to make a $100,000+ tax-deductible contribution to a retirement plan and thereby save $40,000 in taxes annually?

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September 1, 2016

Health Savings Account: Your Most Powerful Account

In building your wealth as you head toward retirement, it is critical to do the big things right: save and invest systematically, don’t spend more than you make, don’t take too much risk with your investments, don’t take on too much debt, etc.

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