401k
The 401k Podcast explains everything business owners need to know to set up their company's 401k retirement savings plans, run their 401k plan efficiently, and maximize your 401k savings. Inspired by how much money Brandon realized he could have been saving as a small business owner beyond what general 401k providers said, Brandon set up to get expert 401k advice and in one year was able to save more than $225,000 in his 401k. All legal, but lessor known ways to configure a 401k retirement plans. This podcast is for all solopreneurs, entrepreneurs and SMB business owners so they don't leave money on the table and learn the ways to structure retirement plans to maximize their 401k savings.
Episodes
Learn how to navigate the gray areas of control groups and ensure fairness to employees. Discover the three rules of control groups, including parent subsidy, fifty percent threshold, and family attribution.
The Controlled Groups 401k retirement plan code applies to business owners, real estate investors, venture capital firms and other businesses that often have multiple corporations or LLCs to separate assets.
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Understanding the Highly Compensated Employee (HCE) 401k retirement plan regulation is very important because if your plan fails the test for HCE's you could face fines.
Learn all about what the definition of a Highly Compensated Employee (HCE) is and how to stay compliant with your company's 401k plan.
Get Matt's expert help with your existing 401k plan or help setting up a new one today
We cover all the 401k retirement plan deadlines that you need to know so you don't miss out on contributing to your 401k retirement plan AND you don't miss any compliance deadlines.
Get Matt's expert help with your existing 401k plan or help setting up a new one today
Visit him for a free call
👉 https://lifeincrs.com/edge-podcast/
EPISODE LINKS:
We cover how to maximize your retirement income as a business owner.
The different options from 401k retirement plans and versions you probably haven't heard of, but should know, to ROTH IRA's and other types of IRA's.
A great overview from the retirement plan expert.
Get Matt's expert help with your existing 401k plan or help setting up a new one today
Visit him for a free call
...
We explain what the annual testing requirement so you're sure to be able to pass your 401k Plan Audit Requirements.
These aren't hard once you understand them and you want to get them right so you avoid any files.
Get Matt's expert help with your existing 401k plan or help setting up a new one today
Visit him for a free call
👉 https://lifeincrs.com/edge-podcast/
EPISODE LINKS:
We go over the list of sweeping changes to 401k SECURE 2.0 Act that effects business owners. We explain the changes and how you can save more for yourself and your employees.
SHOW NOTES
Secure Act 2.0 is Congress’s latest attempt to address America's retirement crisis. Signed into law in late December 2022, this package of retirement reforms aim to finish the job begun by the Setting Every Community Up for Retirem...
We summarize the Tax Credit changes to the SECURE 2.0 Act for business owners so you can make adjustments to your company's retirement savings plans save more for yourself and your employees.
SHOW NOTES
On December 29, 2022, the Consolidated Appropriations Act of 2023 (HR 2617) was signed into law.
The Act includes important provisions affecting retirement savings plans which are intended to build upon t...
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