Publicado 2022
Tabla de Contenidos:
“…-- Dealing with that darned company stock -- Managing Your Investments in Retirement -- Live long and prosper -- Stay practical -- Managing Risk -- Balancing investments -- Buying an annuity -- Consolidating Your Accounts -- Tending to Your Nest Egg -- Row, Row, Row Your Boat, Gently Down the Income Stream -- Treating Your Home Like the Asset It Is -- Adding up the expenses -- Making use of your equity -- Part 6 Helping Small Employers -- Chapter 18 Plans from a Small Employer's Perspective -- Putting in the Effort -- Meeting Regular 401(k) Requirements Is a Pain in the Pocketbook -- Getting to know ERISA and her requirements -- Dieting won't help top heavy plans -- Sticking up for the
little guy: Nondiscrimination tests -- Calculating the bottom line on employer contributions -- Deciding on other bells and whistles -- Comparing 401(k)s -- Going it alone: The solo 401(k) -- Choosing a safe harbor in a storm of requirements -- Spelling out QACA -- Finding Alternatives to a 401(k) Plan -- Making it easy with payroll deductions -- SIMPLE Simon met a pie
man . . . -- Contributing the funds with a Simplified Employer Pension (SEP) -- A Word about Cost -- Chapter 19 Offering a 401(k) Plan -- First Things First -- Prioritizing employees: Being a fiduciary -- Exploring the world of fees -- Choosing a 401(k) Provider -- Getting up close and personal - why you shouldn't -- Streamlining the process with outside help…”
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