Retirement Planning Insights

Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan has unique advantages tailored to different financial needs, ensuring long-term security

Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer’s plan, or rolling them into an IRA.

Retiring on Your Own Terms What does “retiring on time” mean? For us, it means retiring on your own terms – being comfortable and confident about when you start your next chapter of life. When looking to retire on time there are lots of things to think about, and it’s a very personal decision that […]

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options for law firm partners. As follow-up, this second part discusses whether there is a benefit to including life insurance as part of the pension evaluation decision. When presented with an option […]

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.