Advisory

From cash flow management and profit enhancement to strategic and succession planning, we can help you and your business work “on” your business rather than “in” your business itself.

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Review Your Social Security Earnings Report

When was the last time that you reviewed your Social Security records? Waiting until retirement may be too late to correct past errors. Luckily, there are steps that you can take now to be prepared.

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Make the Most of Your 401(k) Plan

With the future of Social Security uncertain and company pension plans being cut back, careful management of your 401(k) becomes very important. Here are some basic guidelines to help you make the most of your 401(k) investments.

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Adjusted Gross Income (AGI)

Adjusted Gross Income (AGI) is a central term in the IRS vocabulary. Can you provide a working definition of the term? Doing so is often the starting point for effective tax planning.

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IRS Rules Make Retirement Plan Withdrawals Mandatory

Do you own a traditional IRA, SEP-IRA, SIMPLE IRA, Keogh plan, 401(k) plan, or 403(b) plan? If so, you’ll have to start taking distributions when you reach age 70. If you don’t, you’ll forfeit 50% of the amount you should have taken but did not. Learn more on our latest blog!

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Documents Needed for Estate Planning

Estate planning can be a difficult subject, but a solid estate plan ensures that all of your desires are conveyed to your loved ones after you’re gone. Here are a few basic documents you should consider including in your estate plan, detailed in our latest Baker Holtz blog post!