Definiti LLC的动态

As physicians we often treat our Medical Professional Corporation as if it were a pension plan. The retained earnings grow and we can use that money in retirement by receiving a dividend. But is it the most tax-effective way to generate retirement income? In this article, pension lawyer JP Laporte demonstrates how CPPP provides superior after-tax income. Visit https://lnkd.in/gbNaUbBd

Did you know only 11% of American couples retire at the same time? This plan can be beneficial due to continued income, extended healthcare coverage, and maximized Social Security benefits. Learn how staggered retirement could work for you:?https://bit.ly/46e1BJ6?#staggeredretirement

Did you know only 11% of American couples retire at the same time? This plan can be beneficial due to continued income, extended healthcare coverage, and maximized Social Security benefits. Learn how staggered retirement could work for you: https://bit.ly/46e1BJ6 #staggeredretirement

* WASHINGTON DC UPDATE 5 * There were three important topics I was able to address with Senator Alex Padilla's office yesterday, all designed to help investors save toward a secure and dignified retirement. The first was helping caregivers (who often have unique financial challenges) save for retirement with provisions like a catch-up contribution and elimination of the income requirement to contribute to a Roth IRA. The other two topics demonstrated our support of bipartisan bills that could help increase participation in retirement plans and facilitate savings at younger ages.

Tax Tip Regarding Retirement Plans The annual maximum benefit and contribution limits that relate to certain retirement plans have changed for 2023 and are changing for 2024 too. There are key dates to keep in mind for establishing plans, filing necessary forms, providing notices and making contributions, elections or changes to employer-sponsored tax-qualified retirement plans. Reach out to your tax professional or contact us for more information: https://lnkd.in/gk47vArT #TaxPlanning #FinancialInsights #RetirementUpdates

As physicians we often treat our Medical Professional Corporation as if it were a pension plan. The retained earnings grow and we can use that money in retirement by receiving a dividend. But is it the most tax-effective way to generate retirement income? In this article, pension lawyer JP Laporte demonstrates how CPPP provides superior after-tax income. Visit https://lnkd.in/gsKCGNnA

Will the presidential election impact your retirement planning? Christina Simmonds, CFP?, and Scott Barnes, CFP?, CLTC, from Hapanowicz, are hosting a webinar to discuss how each candidate's proposed tax changes could affect your retirement. Hear it firsthand from professional financial planners. Share with anyone you know who may benefit and register below: ???https://lnkd.in/eBjfP_eQ

Uncertainty can arise about the future, especially regarding retirement savings, during elections. However, with proper guidance, you can ensure that your retirement plan remains unaffected by election outcomes. Our comprehensive guide is designed to boost your confidence in your retirement plan, regardless of the election results. Begin your learning journey today by downloading our guide, which will provide valuable insights on safeguarding your retirement savings during election season.

Did you know only 11% of American couples retire at the same time? This plan can be beneficial due to continued income, extended healthcare coverage, and maximized Social Security benefits. Learn how staggered retirement could work for you:?https://bit.ly/46e1BJ6?#staggeredretirement

Did you know only 11% of American couples retire at the same time? This plan can be beneficial due to continued income, extended healthcare coverage, and maximized Social Security benefits. Learn how staggered retirement could work for you:?https://bit.ly/46e1BJ6?#staggeredretirement