30.23 / Important Notice on Regulatory Compliance and Filing of Form 8955-SSA

Subject: Important Notice on Regulatory Compliance and Filing of Form 8955-SSA We hope this communication finds you in good health and spirits. We are writing to inform you of a recent development regarding the filing of 2022 Form 8955-SSA with the Internal Revenue Service (IRS), and to address any concerns you may have about a…

01.14 / Financial Advisors Need To Value The Art Of Retirement Plan Design

Back around 35 years ago, beer in this country was considered a mass produced, mass marketed business offering very low quality, light lagers. Beer was less of an alcoholic beverage and more of a slogan that was less filling or tasted great (while making Rodney Dangerfield a household name). Schlitz, which was at one point…