Estate planning is one of the most skipped parts of peoples’ financial lives. Whether you’ve put it off because you didn’t know anything about it, it’s boring, expensive, or because you don’t think you have enough assets, I hope this guide will help you understand why you need a plan,
For most of modern business history, scale was an enormous advantage. If you wanted to build something important, you generally needed a lot of people, a lot of capital, and a lot of infrastructure. Large companies could afford the lawyers, analysts, engineers, researchers, marketers, technology, and administrative staff required to
Simple without being simplistic Annual Contribution Max: $13,500 Why we like SIMPLE IRA’s: They are easy to set up and require little to no fiduciary oversight Employee’s can direct the assets with total control Low contribution limits {Total elective contribution = $13,500 (2020)} Works well at a startup, or low
