Mega Backdoor Roth IRA

Category Archives: Frank’s Corner

Mega Backdoor Roth IRA

🖨 Print⏱ 3 min readThe Roth IRA is a retirement savings account in which you invest only after-tax dollars. Subsequently, all earnings grow tax-free and may be withdrawn tax-free. However, there are limits to who can contribute and how much … Continue reading →

Posted in Blog, Financial Planning, Frank's Corner |

Different Ways to Value a Business

🖨 Print⏱ 4 min readWhen it comes to valuing a business, there are many ways to examine a company’s profitability. Looking at a business’ liquidation value and its breakup value are two of many approaches to see how a company … Continue reading →

Posted in Blog, Frank's Corner, General Business News |

The Importance of Global Collaboration in Regulating Emerging Technologies

🖨 Print⏱ 4 min readEmerging technologies, such as artificial intelligence, machine learning, data analytics, and biotechnology, greatly transform society and reshape the global economy. However, these technologies also come with a significant challenge regarding ethical and social implications. Global collaboration … Continue reading →

Posted in Blog, Frank's Corner, What's New in Technology |

Increasing Small Business Investments, Relaxing COVID Vaccination Requirements and Generating More Challenges to Abortion Access

🖨 Print⏱ 4 min readInvesting in Main Street Act of 2023 (HR 400) – Introduced by Rep. Judy Chu (D-CA) on Jan.20, this bill would permit certain financial institutions to increase investments in small business investment companies (SBICs). The current … Continue reading →

Posted in Blog, Congress at Work, Frank's Corner |

7 Steps to Start a Business

🖨 Print⏱ 4 min readThe idea of starting your own business is inherently romantic, if not exhilarating: You get to run the show, flesh out your ideas and live your dream. But where do you begin? Here are seven smart … Continue reading →

Posted in Blog, Frank's Corner, Tip of the Month |

Sold Your Home Last Year or Plan to in 2023? If So, Here’s What You Need to Know

🖨 Print⏱ 4 min readThe U.S. housing market has been extremely volatile over the past year. Year-over-year growth rates were at highs of 20.1 percent in April 2022, then declined to only 8.6 percent in November – the biggest drop … Continue reading →

Posted in Blog, Frank's Corner, Tax and Financial News |

Multigenerational College Planning with a Family Dynasty 529 Plan

🖨 Print⏱ 5 min readThe College Savings 529 plan offers a way for modest-income families to save and invest for college expenses for their children as early as birth up to college age. When invested 529 funds are used to … Continue reading →

Posted in Blog, Financial Planning, Frank's Corner |

How Secure 2.0 Will Impact Employers’ Tax Situations

🖨 Print⏱ 3 min readThe Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022, otherwise known as SECURE 2.0, is a piece of legislation that focuses on how employers and their employees are able to save for retirement … Continue reading →

Posted in Blog, Frank's Corner, General Business News |

Leveraging the Internet of Behavior (IoB) to Boost Customer Loyalty

🖨 Print⏱ 4 min readCustomer loyalty is critical to any successful business strategy in today’s digital age. With emerging technologies such as the internet of things (IoT), companies are now leveraging a new approach called the internet of behavior (IoB) … Continue reading →

Posted in Blog, Frank's Corner, What's New in Technology |

Why You Might Not Need a New Budget for the New Year

🖨 Print⏱ 4 min readSo, we’re a month into 2023, and the sheen might’ve dulled from all your shiny New Year’s resolutions. Though diet and exercise are the top things you might want to change, there’s one you might not … Continue reading →

Posted in Blog, Frank's Corner, Tip of the Month |
 
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