All Episodes

Business Owner Financial and Tax Saving Strategies

What Happens After The Safe Harbor Deadline

In today's episode what happens after the safe harbor deadline. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

Types of Safe Harbors and Why You Need One

Types of safe harbors and why you need one. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

Pros & Cons of a Simple IRA

Learn about the pros and cons of a simple IRA. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

How to Build A 401k To Retain Employees

Learn how to build a 401k to retain employees. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

Best 401ks for Restaurants

Learn what the 401k programs are for restaurant owners and their employees. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

Best 401k for Attorneys

Not all 401k plans are the same. Different professions and businesses require building specific 401k plans to assure maximum savings for the owners. We go over the type of 401k plan design you want a… read more

Switching form a Simple IRA to a 401k - SECURE 2.0 Updated Rule

How to switch from a Simple IRA to a 401k. This is a SECURE 2.0 updated rule. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

Reminder SECURE 2.0 Tax Credits Available

In this episode we are going over the Secure 2.0 tax credits are still available. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podca… read more

How to Build a 401k for a Business with a Highly Paid Sales Team

In this episode we cover how to build a business with a highly paid sales team. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

2024 401k Contribution Limits

We review the 2024 401k Contribution Limits that has been updated since 2023. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

The 3 Roles of a 401k Plan

The 3 Roles of a 401k Plan EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

What is Auto-Enrollment in a 401k Plan, and Why You Need It.

What is Auto-Enrollment in a 401k Plan, and Why You Need It EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

Adding Profit Sharing to your Safe Harbor 401k

Adding Profit Sharing to your Safe Harbor 401k EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

Importance of Year End Income Planning for Your 401k Program

Year end incoming planning is VERY important when it comes to your 401k retirement plan for the existing tax year. Get the key things you need to decide and cut off dates to do it. EPISODE LINKS: G… read more

How to Double Dip Your 401k Retirement Plan as a Business Owner and Entrepreneur

How exactly to set up your 401k retirement plan to double dip in your company's 401k plan for yourself as a business owner and entrepreneur. EPISODE LINKS: Get FREE information about Setting up or Fi… read more

Advanced Profit Sharing 401k Retirement Savings Techniques for Successful Business Owners and Entrepreneurs

How to implement advanced profit sharing techniques for your company's 401k retirement savings plan that will allow you to save a lot of money tax free. EPISODE LINKS: Get FREE information about Sett… read more

Mega Backdoor Roth 401k Strategy for Highly Successful Business Owners and Entrepreneurs

The Mega Backdoor 401k strategy, exactly how to implement them in your company and save big money for retirement as a business owner and entrepreneur...tax free. EPISODE LINKS: Get FREE information a… read more

Safe Harbor 401k Strategy for Highly Successful Business Owners and Entrepreneurs

Learn about Safe Harbor 401k retirement plans and how to implement them in your company to save money for retirement. You'll be surprised how much money you can save with this retirement savings strat… read more

How to Stop Getting 401k Retirement Plan Refund Checks

A refund check from your 401k retirement plan means that money gets taxed and doesn't grow tax free. Matt explains how to fix that. EPISODE LINKS: Get FREE information about Setting up or Fixing Your… read more

How Controlled Groups Work in 401k Retirement Plans

Learn how to navigate the gray areas of control groups and ensure fairness to employees. Discover the three rules of control groups, including parent subsidy, fifty percent threshold, and family attri… read more

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