Business is Personal (Finance)

Recent Entries in retirement plans

• Employee Stock Ownership Plan (ESOP)

  February 11, 2010 3:48 AM
  As a small company with continual day-to-day involvement from the founders, exit strategies are hard to come by. Finding a buyer willing to pay a large amount of money upfront for an operation that might stop being profitable after management... 0

• The Price of Gold

  September 14, 2009 7:59 PM
  If you've read my previous article on 401K fund selection, you may have noticed I had American Century Global Gold as one of our options. I personally overweight my 401K to tax-inefficient holdings to keep low tax-drag equity investments in... 0

• Beyond the 401K: Non-Qualified Deferred Compensation

  May 9, 2008 6:00 AM
  This is a re-edit of a write-up I posted a months earlier at Boggleheads. We have a few people in our company who currently max out their 401K contributions. What options are available for those who want to shelter even... 0

• 401K Fund Selection

  March 29, 2008 8:07 AM
  One of the challenges of putting a successful 401K plan together is fund selection. Obviously, picking funds with low expenses should be a priority. But then the question is what asset classes do you choose. Do you have the options... 1

• Employee Fiduciary 401K

  March 22, 2008 2:44 AM
  While doing background research for this article, I came across Los Angeles Times' Retirement at Risk series. Part 3 of the series on teachers is especially sickening. (Quick summary: teacher unions endorse ripoff annuity pushers in return for cash.) Moral... 3

• Company-Sponsored Retirement Plans

  March 14, 2008 9:56 AM
  If you are running a company, sooner or later you will need a retirement plan in order to compete for workers. For a small company, the top three options to look at are: SEP-IRAs, SIMPLE-IRAs and 401Ks. Each has their... 0