Lower your taxes after selling a business, receiving a major bonus, or receiving other windfall
As a sole business owner, a Solo 401(k) allows you to pay yourself up to $53,000 as both an employee and an employer.
A SIMPLE IRA allows employees to save pre-tax and companies to make smaller contributions without the administrative requirements of a 401(k).
SEP IRAs can be a good option for sole proprietors or small companies seeking a plan that is flexible and simple to administer, with high limits on contributions.
A Safe-Harbor 401(k) plan provides a minimum level of contributions to all employees, freeing owners and highly compensated employees to receive larger profit-sharing payments.
A Defined Benefit Plan can help older owners of highly profitable businesses squeeze twenty years of savings into ten
A 401(k) allows high levels of employee pre-tax saving with the option for employers to make contributions, all professionally managed and administered.
Despite average intra-year drops of 14.2%, annual returns have been positive in 27 of 35 years.
Maximize your Social Security benefits now while you still can.
An average return is in fact exceedingly rare.
Avoid having your benefits reduced and perhaps see an increase while working
Gain financial freedom by improving your student loans terms
Make the most of the money you’ve saved during your working years by understanding Social Security taxation rules
Six key financial planning ideas to review before year-end
Start teaching your children the importance of saving at a young age
Adopting a Child? The IRS may offer you up to a $13,400 tax credit.
Three questions to help you find the right fit
Now is the time to stay focused on your long term goals
Gain peace-of-mind before the big separation with a Durable Power of Attorney for Health Care
How spousal benefits can have a substantial impact on Social Security payments for divorcees.
The simple fact is that WHEN you start investing outweighs how much you save.
Can you contribute to two retirement plans if you work two jobs? Yes! Capitalize on retirement plan rules to double your contributions and lower your tax bill
Make a plan to start a conversation with your family members about what’s really going on behind the money
Use our online tool to discover your personal appetite for risk, set investments accordingly and avoid the pain of loss aversion tightening its grip
Establishing a Health Savings Account (HSA) may provide you a last minute deduction that can pump up your wallet even more.
Gen X’ers were given the responsibility to save for retirement on their own. So far, how have they fared?
An estimated forty-two billion dollars of unclaimed property is waiting to be returned by state programs. Could some of it be yours? Find out how to get that money back in your pockets.
We know what falling oil prices mean for our wallet, but what do they mean for your portfolio?
Deeply concerned that Social Security will not be there for them when they retire, Millenials are taking action to prepare now. Are you?
What many may not know is that children can make Roth IRA contributions if they have compensation. And these contributions can come in the form of a gift.
Enter a good time when a CFP® can reach you to learn about your financial goals and determine if Windgate might be your solution.
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