Excess Benefit Plans
Excess benefit plans allow employees who participate in a qualified plan to exceed the contribution limitations. Learn how in this Business Tip.
Excess benefit plans allow employees who participate in a qualified plan to exceed the contribution limitations. Learn how in this Business Tip.
So many life events provide tax-planning opportunities. See if you need tax help in this week’s Tax Tip.
Comparing similar life insurance policies? Consider trying the cost index method and the surrender cost index method. Read all about it in this week’s Financial Tip.
Receiving money from a C corporation? The method used to make the distribution determines your tax consequences. Learn more in this Business Tip.
Have deferred compensation? Do you know when it is subject to income tax? Find out in this week’s Tax Tip.
The income replacement approach assumes the goal of life insurance is to replace the lost earnings of a breadwinner. Read more in this week’s Financial Tip.
Although an S Corporation has many advantages, shareholders may wish to convert the corporation into a C corporation in certain situations. We explain what they are in this week’s Business Tip.
Your tax consequences for selling an interest in a business depend on the type of business entity. Read more in this Business Tip.
Federal employees are generally covered under one of two retirement systems. Read all about them in this Financial Tip.
A top-hat plan is unfunded and only provides benefits to a select group of management or highly compensated employees. Learn more in this Business Tip.