by Jim Lee | Jul 9, 2018 | Employer Plans
Self-employment can be a fulfilling experience, but it can also create numerous challenges. You have to serve your customers and prospect for new business. You have to keep a careful eye on your cash flow and bottom line. You may have employees whom you need to...
by Jim Lee | Mar 20, 2018 | Employer Plans
Will you receive pension payments in retirement? If so, consider yourself lucky. Pensions are quickly disappearing from employer benefit offerings. In 1998, 58 percent of Fortune 500 companies offered pensions, also known as defined benefit plans. By 2015 that figure...
by Jim Lee | Mar 8, 2018 | Employer Plans, Retirement
Have you used an IRA to accumulate retirement assets? If so, you have company. According to a 2013 study, Americans hold nearly $2.5 trillion worth of assets inside IRA accounts.1 Much of those assets are held in traditional IRAs. Traditional IRAs, 401(k) plans and...
