This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future value of your current savings.
Compare the potential future value of tax-deferred investments to that of taxable investments.