WARNING FOR BUSINESS OWNERS:“If Your 401K Plan Is Out Of Compliance, You Likely Won’t Know Until It’s Too Late And You’ve Been Personally Sued Or Fined.”Author J.D. Kaiser, MBA, is an Accredited Investment Fiduciary® and has taught retirement classes for over 20 years, and owns a Registered Investment Advisor firm. JD’s experience as an educator, [More]

John and Judy are in the 12% tax bracket. But when they took $10k from their IRA they had a 50% tax increase. Why? When John died Judy’s income went down by 33% but her taxes went UP! Why? Isn’t interest on municipal bonds tax free? Then why did it cause John and Judy’s taxes [More]

Even though half of all Americans put money aside for retirement, it isn’t until they reach their 60s that many realize that they haven’t saved enough. With The Five Years Before You Retire, you’ll hone in on what you need to do in the next five years to maximize your current savings and create a [More]

Never Forget The Difference You’ve Made Celebrate your special day with these specialized guest book. Perfect memory book to record personalized messages from family, friends, co-workers. Product Details: Generous spaces for your guests to leave their messages for over 360 guests.Lines included for guest names, message & thoughts, 3 guests per page.)Perfect size 8.5″x8.5″, 120 [More]

How confident are you for your retirement? If you’re like the majority of Americans, you are likely trying to navigate the unsettled waters of our nation’s retirement and economic climate. Most people aren’t aware of what is really driving their retirement savings and have little or no control over where their future is invested. Taxes, [More]

Aimed at professionals who administer or oversee 401(k) plans, this reference provides formal qualification material along with practical considerations for effective plan design, administration and communication. Each of the 22 chapters addresses a single design feature or plan activity. This edition reflects the legal and regulatory developments in the last year and provides additional information [More]

As you know, the most important factor in your retirement planning is fully understanding your federal retirement system. The more you know, the better the result. As we’ve said before, the federal government has some information available to you concerning your retirement systems, however, most often this information is outdated and not written from the [More]

A comprehensive guide to planning your retirement before it’s too late! Even though half of all Americans put money aside for retirement, it isn’t until they reach their sixties that many realize that they haven’t saved enough. With The Five Years Before You Retire, you’ll hone in on what you need to do in the [More]

Are you looking for proven, reliable ways to make more money? Trying to invest for your future? The Guide to Tax Free Wealth 2019, 2020 & Beyond is here to show you how. Don’t stress over confusing investment plans and technical jargon – inside this detailed, easy-to-understand guide you’ll discover powerful ways you can make [More]