Rolling over a retirement plan into another employer plan or IRA can be a difficult process if unforeseen circumstances arise. Typically, a taxpayer must roll a distribution received from an employer plan retirement account or an IRA to another employer… Read More
St. Louis recently learned of the potential merger of German pharmaceutical company, Bayer and St. Louis based agricultural company, Monsanto. The cash payout for Monsanto shareholders could be $128 per share, but if you hold these shares in your portfolio… Read More
In Part 1 we discussed the definition, eligibility and setup of a Simplified Employee Pension Plan. Now that you have some understanding of SEP’s, we’re going to take a look at contributions into and distributions out of the plan.
CONTRIBUTIONS… Read More
Many have heard of Simplified Employee Pension plans, or only know that SEP’s are a type of retirement vehicle. However, do we all really understand Simplified Employee Pension plans and how they work?
Part One of the two-part series will… Read More
If you co-own your business, the business continuity agreement or “buy-sell” is one of the most important documents you will sign. If you have a buy-sell that is out-of-date, un-reviewed, or focuses on the wrong issues, it may be worse… Read More