The Answers to 46 Frequently Asked Questions about Retirement
We've assembled a blog of some of the most common retirement questions, particularly by those defined as "pre-retiree" and nearing retirement.
Markets in Review | Week ending 12/11/20
• The S&P 500 set its 30th record high of 2020 on Tuesday, but was down every other day of the week. • The Russell 2000 small cap index extended its weekly winning streak to 6 weeks.
Most CARES Act Benefits Are Ending on Dec. 31st. Are You Prepared?
After months of extensions, most of the benefits included in the CARES Act are expiring at the end of the year. Learn how this affects you and what you can do to move forward with financial certainty.
2020 Is (Finally) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful
2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.
The Aggregation Of Employers And Employees: Controlled Groups
One example of a controlled group is a Parent-subsidiary controlled group: The simplest form of a parent-subsidiary controlled group consists of one business (the parent) that owns at least 80% of another business (the subsidiary).
The Aggregation Of Employers And Employees: Affiliated Service Groups
The affiliated service group (ASG) rules were added to the Code in order to close several loopholes that practitioners found in the controlled group rules. Even if two businesses do not constitute a controlled group, the ASG rules will aggregate the businesses if they are sufficiently tied together in performing services for one another or for third parties.