Do You Have the 'Right' Retirement Plan?
As we approach 2024, do you know if you have the “right” retirement plan? There is not a one-size-fits-all solution for retirement plans. Each company’s specific demographics, cash flow, and goals should factor into the equation. We meet many practices that have maintained a SIMPLE-IRA plan for many years. For some owners, this is the perfect retirement plan, but for others, it is inadequate and should be upgraded. Should your SIMPLE-IRA be upgraded? How would you know if it's time to upgrade your SIMPLE-IRA? Are you bumping up ...
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