Feeling Insecure About the SECURE Act?

August 1, 2019 – After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled in the Senate.

  • DATE: August 1, 2019
  • TYPE: PDF
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Featured Insights

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Retirement

Cash Balance Case Study — A Small Business

The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. . . .

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Retirement

5 Reasons to Add Cash Balance Plans to Your Toolkit

Cash Balance Plans are a type of tax qualified retirement plan that allow business owners to make large tax deductible contributions . . .

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Podcasts

Practical Tips for Achieving Success with Insurance Clients

Sage Advisory’s Michael Walton and Greg Cobb discuss some practical tips for helping investment consultants be successful with insurance clients. They talk about how to. . . .

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