by Steven J Weil, PhD, EA, LCAM | Oct 17, 2023 | Blog, Investments
Have You Been Ghosted By Some of Your Retirement Funds? Losing track of retirement funds is a common problem in today’s world of corporate consolidations and job switching by employees. As of May 2023, there were approximately 29.2 million forgotten 401k accounts in... by Steven J Weil, PhD, EA, LCAM | Aug 17, 2023 | Blog, Investments, Personal Tax
Anyone born in 1929 or later needs 10 years of work (40 credits) to be eligible for retirement benefits. The maximum credits that can be earned per year is 4. Credits are earned based on wages as an employee or self-employment income. The amount of earning required... by Steven J Weil, PhD, EA, LCAM | Mar 16, 2023 | Blog, Business Tax, Investments
A SIMPLE is an Affordable Retirement Plan For Small Businesses A SIMPLE (Savings Incentive Match Plan for Employees) is a retirement plan that small business owners can offer to their employees. Here are the basic features of a SIMPLE: Eligibility:... by Steven J Weil, PhD, EA, LCAM | Sep 20, 2021 | Blog, Investments, Personal Tax, Wealth
A whole new world has opened to me and I don’t like it one bit. As I recently turned 65, the nature of my mail, Facebook feed and email have changed. I have suddenly become the target of every financial planner, investment product, tax savings event, webinar and free... 