Most Recent Blog Posts on Retirement

Retirement Plans for Yourself and Employees

10

Jun

Employees, Retirement

Retirement Plans for Yourself and Employees

Watch on YouTube: The phrase “retirement plan” may send you into a panic attack, but setting one up for you and your employees is an important way to ensure that your people (and yourself) are taken care of in the long run. Let’s push through the panic and get you started with some retirement plan basics. Our goal here is to give you some base-level familiarity with retirement accounts. This article can prepare you for a future conversation with a financial advisor who has your own best interest at heart (the legal term for this is fiduciary duty). Retirement plans…

SEP-IRA Contributions: Everything You Need to Know

https://youtu.be/Xjew60bp-9Y Have you established a SEP-IRA and are wondering if you’re doing it right? Or perhaps you’re considering establishing a SEP-IRA for you and your employees. Or maybe you’ve never heard of it or otherwise don’t know what a SEP-IRA is. Don’t worry, we’ve got you covered. What Is a SEP-IRA? Let’s start by spelling out the cumbersome acronym: SEP-IRA stands for Simplified Employee Pension - Individual Retirement Account. You’ve probably heard of IRAs before, but even if you haven’t, here are some basic facts about IRAs and SEP-IRAs: First, let’s talk about the two different types of IRAs and…

Accounting for your Therapy Practice

We are hosting a two-hour class for new Practice Owners in February! Come join us and learn about accounting, taxes and your numbers. Does this sound like you? Wondering if you are keeping track of all of your expenses Asking yourself what some of this means? Been stumped at trying to figure out what you should pay yourself? Wanting to save for retirement but not knowing how? If so you should check out our class page and sign up for the class. TL;DR: If you are a new practice owner or have been in business less than a year this…