Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision.

Provided by

Jeffrey P. Kendall, CFP®

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later.

Provided by

Jeffrey P. Kendall, CFP®

Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.¹

You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions on your behalf.¹

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.

Provided by Jeffrey P. Kendall, CFP®

Should You Care What the Financial Markets Do Each Day?

Focusing on Your Strategy During Turbulent Times.

Provided by Jeffrey P. Kendall, CFP®

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

New I.R.S. Contribution Limits

A look at the maximum amounts you can put into retirement accounts this year.

Provided by Jeffrey P. Kendall, CFP®

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at them.

The SECURE Act

Long-established retirement account rules change.

Provided by Jeffrey P. Kendall, CFP®

LPL Financial Research EVP and Chief Market Strategist John Lynch details Outlook 2020 investment insights and market guidance in a video format, using the Outlook 2020 charts and explaining what the data means for investors.

Outlook 2020

Bringing Markets into Focus

AT LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued strength in consumer spending.

The Sequnce of Returns

A look at how variable rates of return do (and do not) impact investors over time.

Provided by Jeffrey P. Kendall, CFP®

An Estate Planning Checklist

What to check (and double-check)

Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity.