Ric Komarek, CFP The year is coming to an end. It’s time to save on taxes and set yourself up for the new year. Use this month’s post to learn year-end financial planning tips
Ric Komarek, CFP Discover how new comparability profit-sharing plans offer dual tax advantages for businesses. Learn about income tax deductions, payroll tax savings, and flexible contribution options that benefit both employers and employees.
Ric Komarek, CFP Thinking of putting your retirement accounts in a trust? Think again! Discover why this common mistake could cost you big time and learn smarter ways to protect your financial future. Your retirement deserves better!
Ric Komarek, CFP Inherited an IRA? New rules for 2024 could impact your finances. Learn about the 10-year rule, RMDs, and smart tax strategies to maximize your inheritance. Get expert insights from a CFP on navigating these changes.