2023 Forms Retirement UPS 
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SEPTEMBER 8, 2023
Finding the right retirement plan for your business can take time and effort. One retirement plan option available to business owners and self-employed individuals is the SEP IRA, or the Simplified Employee Pension plan. It allows you to save for retirement based on your earned income. What is a SEP retirement plan?
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MARCH 13, 2023
As a freelancer, it’s essential to ensure you know what to expect, so you don’t accidentally wind up with a huge tax bill. So, keeping up with all of the new rules about standard deductions, tax credits and other requirements can make anyone’s head spin, especially if it affects how much you have to pay. Every dollar counts.
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SEPTEMBER 29, 2023
You may be familiar with the standard retirement plans many companies offer, like traditional 401(k)s. You might not be as familiar with a retirement benefit plan commonly called an ESOP, meaning an “employee stock ownership plan.” An ESOP retirement plan is customized based on the company. What are the rules of ESOPs?
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APRIL 10, 2023
Although there are multiple ways to ‘tidy up’ your money , a list that you return to monthly or quarterly allows you to keep track of specific areas each time, giving you better data. Using a financial planning checklist can make it easier to monitor your money and do some financial housekeeping. the money you take home after taxes).
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JANUARY 25, 2023
Don’t tell anyone, but… I really shouldn’t say anything, but did you know… This stays between us… Miss Manners might clutch her pearls at the idea of this decorum-shattering habit, but gossip isn’t always in poor form. Is 2023 the year you’ve vowed to elevate your workplace etiquette? Avoid sharing others’ misfortunes.
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FEBRUARY 26, 2024
She is a 2023 CNN Hero, a 2022 Soros Justice Fellow and a 2019 JustLeadershipUSA Leading with Conviction Fellow Alumna. She recently won the 2023 Waterfront Award for Science and Technology and was recognized as one of White Page International’s Top 100 Asian Women Power Leaders. How Will You Show Up? ,
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JUNE 26, 2023
In fact, ROBS is currently the most popular form of business financing in 2023. The catch is that a business’s fiscal year does not have to line up with the traditional calendar year. It’s where an individual uses their personal funds, usually from their retirement fund or 401k, to finance their business tax-free.
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