by Sarah Boehle Pool | May 3, 2023 | Latest News
Retirement plan early withdrawals: Make sure you meet the requirements to avoid a penalty Most retirement plan distributions are subject to income tax and may be subject to an additional penalty if you take an early withdrawal. What’s considered early? In general,...
by Sarah Boehle Pool | May 1, 2023 | Latest News
How the new SECURE 2.0 law may affect your business If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) was recently...
by Sarah Boehle Pool | Apr 27, 2023 | Latest News
Getting into data analytics without breaking the bank Most business owners would probably agree that, in today’s world, data rules. But finding, organizing and deriving meaning from the terabytes upon terabytes of information out there isn’t easy. How can your company...
by Sarah Boehle Pool | Apr 26, 2023 | Latest News
Tax-saving ways to help pay for college — once your child starts attending If you have a child or grandchild in college — congratulations! To help pay for the expenses, many parents and grandparents saved for years in tax-favored accounts, such as 529 plans. But there...
by Sarah Boehle Pool | Feb 20, 2023 | Latest News
Jenna Derowitsch Intern Present Position Intern Education I am currently earning my Bachelor’s in Accounting at the University of Nebraska-Lincoln. What do you enjoy doing when you are not working? In my spare time, I enjoy being involved on campus,...
