Is a SEP IRA the Right Choice for Your Business?

  According to the Department of Labor, more than one-third of U.S. workers do not have access to a workplace-sponsored retirement plan. As a business owner, the startup and operating costs of conventional retirement plans can make it difficult to offer quality savings options for your employees. Have you considered a Simplified Employee Pension (SEP) IRA? A SEP IRA can…

Estate Planning in Practice: Life Insurance Trusts

  Estate planning is often a long and complicated process. Considering estate taxes could take up a significant portion of your assets after death, it’s good to know there are options to reduce or eliminate estate taxes. One such option is a life insurance trust.   Need to Know An irrevocable life insurance trust gives you more control over your…