technology
What do clients want from a financial advisor?
Regardless of background or net worth, most clients and investors want much the same things from their advisors—trust, competence, integrity, respect and ...
Read Journal Category
Technology
technology
How much Social Security do I get at age 63?
How Your Social Security Benefit Is Reduced If you start getting benefits at age* And you are the: Wage Earner, the benefit amount you will receive is red...
Read Journal
technology
What do leasehold improvements include?
A leasehold improvement is anything that benefits one specific tenant, usually in a commercial property. This includes painting, adding new walls, putting...
Read Journal
technology
When to convert from sole proprietorship to S Corp?
If your business is operating as a sole proprietorship, and you’re a U.S. citizen or equivalent, converting to an S corporation is relatively simple. Step...
Read Journal
technology
Can a disregarded entity have an EIN?
Most new single-member LLCs classified as disregarded entities will need to obtain an EIN. A single-member LLC that is a disregarded entity that does not ...
Read Journal
technology
Can I have a Solo 401k if I own multiple businesses?
the two businesses may constitute an affiliated service group (even though you own less than 80% of the other business with employees) which means that th...
Read Journal
technology
What is a sole shareholder company?
A one-man company, or sole shareholder company, means a limited liability company or limited stock company which has only one shareholder. What does it me...
Read Journal
technology
Are 401 K earnings taxed when withdrawn?
Traditional 401(k) withdrawals are taxed at an individual’s current income tax rate. In general, Roth 401(k) withdrawals are not taxable provided the acco...
Read Journal
technology
How do you invest if you are not an accredited investor?
Other options for non-accredited investors to participate in include single-family rentals, P2P loans, municipal bonds, equity investments in energy proje...
Read Journal
technology
What is the difference between a defined benefit plan and a cash balance plan?
While both traditional defined benefit plans and cash balance plans are required to offer payment of an employee’s benefit in the form of a series of paym...
Read Journal