Category Archives: Retirement Plans

Estate Planning Strategy May Be Targeted by the IRS

This week’s post and linked article are by Michael K. Menerey, Partner, CFO Edge, LLC. Given U.S. population trends around the large number of boomers turning 65 years of age every day, many greater Los Angeles entrepreneurs and owners of … Continue reading

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The Benefits of Offering Employees a Retirement Plan

Many executives at small businesses say they would like to offer retirement plans, but they have reservations based on complexity, costs and red tape they anticipate. But several changes in retirement plans now allow almost any business to offer an … Continue reading

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