pension plan

2008 is the year to fund up your pension plans. It’s never been easier to use pension plans to build wealth tax free. Learn the basics in this information-packed workshop by Diane Kennedy.

Continuing on my theme of “leave no question unanswered,” there was a comment on the old Blog regarding pensions that I wanted to make sure I address. Oftentimes the very best end-of-the-year, last minute type of tax planning is by the use of a pension plan. So, it’s especially pertinent right now.

One of the tax questions that I get again and again at my CPA firm is some kind of variation of “Should I invest in a 401(k) plan?” My short and simple answer is always “It depends.” The longer answer actually has five questions you need to ask yourself first.

Large or Small, a Nest Egg is ALWAYS Worth Protecting