Category: Retirement

Retirement

Financial Planning Tips

When it comes to financial planning, the best advice is to review, plan ahead, and verify your results. Here are a few suggestions that will help you along the Financial Planning path.

A SIMPLE Retirement Plan for the Self-Employed

Out of all the types of retirement plans available to small business owners, the SIMPLE plan is the easiest to setup and least expensive to manage.



These plans are intended to encourage small business employers to offer retirement coverage to their employees. SIMPLE plans work well for small business owners who don't want to spend time and high administration fees associated with more complex retirement plans.


Living Trust 101

A trust, like a corporation, is an entity that exists only on paper but is legally capable of owning property. A flesh and blood person, however, must actually be in charge of the property; that person is called the trustee. You can be the trustee of your own living trust, keeping full control over all property legally owned by the trust.

Taxes on Early Distributions from Retirement Plans

Payments that you receive from your IRA or qualified retirement plan before you reach age 59 1/2 are normally called "early" or "premature" distributions. These funds are subject to an additional 10 percent tax and must be reported to the IRS.

Financial Planning - Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in. Financial planning is a process that can help you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

Financial Planning Dos and Don'ts

Here are a few financial planning suggestions that can add to your peace of mind.

Pre-Retirement Checklist

 As you approach retirement, there are various matters that you should take care of.

Welcome to the CenterPoint Community!
  • Our small business network is dedicated to providing you with the Resources, Information, Contacts and Sales & Marketing Opportunities designed to help you bring your business from Start-Up to Success™. Find other businesses for collaboration or consulting.
  • Add a listing to the Directory and put your business online. Offer coupons and promotions to new and potential customers.
  • Visit the Market, where you can find business or legal documents, how-to guides, and online seminars on a wide range of topics created by experts and offered at a fraction of the cost of a consultant.
  • Want to contribute? We can add your expertise to the Market and provide you with a unique opportunity to sell your knowledge and expand your client base.
  • Membership is free, and the connections you will make are priceless.

Join Today and see how the CenterPoint Community can work for you!

 
HOME  |  PRIVACY POLICY  |  TERMS OF USE  |  LICENSE  |  MY ACCOUNT  |  CONTACT US  |  ANNOUNCEMENTS
©2010 CenterPoint Corporate Services, Inc.  All rights reserved.