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Tag Archives: retirement planning

Retirement note

There’s still time to set up a retirement plan for 2016

By Legacy Protection, LLP |

Saving for retirement can be tough if you’re putting most of your money and time into operating a small business. However, many retirement plans aren’t difficult to set up and it’s important to start saving so you can enjoy a comfortable future. So if you haven’t already set up a tax-advantaged plan, consider doing… Read More »

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Tax-smart options for your old retirement plan when you change jobs

By Legacy Protection, LLP |

There’s a lot to think about when you change jobs, and it’s easy for a 401(k) or other employer-sponsored retirement plan to get lost in the shuffle. But to keep building tax-deferred savings, it’s important to make an informed decision about your old plan. First and foremost,don’t take a lump-sum distribution from your old employer’s… Read More »

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