Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
Category: Business owners
What To Do With The Money From The Sale Of Your Business
Selling your business for cash? Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires
SEP IRA for the Self-Employed: Tax & Retirement Planning for Small Business Owners
Updated for 2024. The Simplified Employee Pension (SEP IRA) is a type of a traditional IRA adopted by self-employed small business owners (sole proprietors, partnerships, C
Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
Expecting a Windfall from Stock Options or Selling a Business? New Tax Proposals May Cost You.
Tax planning for a sudden liquidity event just got more complicated. If you’re expecting a big windfall from selling a business or employee stock options
3 Retirement Plans for Small Businesses: How They Compare
What’s the best retirement plan for small businesses? Business owners with employees have several options: traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA
Two Jobs, Two 401(k)s? Contributing to Multiple 401(k) Plans
Updated for 2024. Can I contribute to more than one retirement plan? This is a common question for individuals that have more than one job
SEP IRA vs Solo 401(k): What’s the Best Retirement Plan for Small Business Owners?
Updated for 2022. Business owners have several retirement plans to choose from. For small companies, the SEP IRA and Solo 401(k) are the most common.
Solo 401(k): Self-Employed Retirement Plan
Updated for 2024. If you’re looking for a self-employed 401(k) look no further than the Solo 401(k) plan. The Individual (or Solo) 401(k) plan is
Retirement Strategies for Small Businesses
Updated for 2022. It can sometimes be difficult for business owners to plan for retirement while keeping up with the demands of running a company.