A blog post from Gryhpon Financial Partners, a Conway Center Service Provider member. Secure Act Key Retirement Changes On December 20, 2019 President Trump signed into law The SECURE act, an acronym for Setting Every Community Up for Retirement Enhancement. The bill is intended to strengthen American’s retirement security. Key points: Increasing the Required Minimum […]
A recent study revealed that more than six in 10 U.S. households reported that they had employer-sponsored retirement plans – that is, they had assets in Defined Contribution (DC) plan accounts, were receiving or expecting to receive benefits from Defined Benefit (DB) plans, or both.*It’s no wonder there are strict laws governing retirement savings plans.
Your Responsibilities as a Retirement Plan Sponsor Read More »
As a business owner, you’ve devoted your career to building your company. Now is the time to plan for what comes next: spending more time with your family and pursuing new challenges. But, how do you prepare for a transition that is among the most complex events of your life? Creating and growing a successful
How to Prepare to Exit Your Business Read More »
Joel Guth, of Service Provider member Gryphon Financial Partners, shares some insight and advice for business owners nearing retirement. Here’s an excerpt: “A business exit is a significant transition period that gives owners an opportunity to reflect on their own purpose. The exit itself is a time to celebrate successes while also strategically planning out
Finding Purpose after Business Exit Read More »
Taxes can shrink your realized returns from your investment portfolio, and yet, most investors don’t have a strategy in place for tax-efficient investing. Comprehensive tax reform passed late last year means many taxpayers are now in a lower tax bracket and will see higher take-home pay. Still, because of the tax law’s cap on state
Want to Keep More of Your Investment Returns? Consider These Moves Read More »
