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Published Articles
By Bill Black, a Pension Consultant and life insurance broker and President of PensionSite.Org

Tapping Into Retirement Savings: The 401(k) Tax Benefit for Self-Storage Operators, 07/03/14 article on insideselfstorage.com

Minimize Taxes, Protect Wealth with a Defined Benefit Plan, 02/10/14 article in the constructionexec.com enewsletter

Find the Right Tax-Deductible Pension Plan for Your Company
It is 2014. A new year is upon us.  What will we do for tix relief?  One consideration is an IRS approved tax-deductible pension plan for your business or professional practice.  Surprisingly more manageable than you may know.  Here is my recent article to explain more.

Does Your Business Need a 'Retirement Plan'?, Industrial Distribution blog
Does Your Business Need a 'Retirement Plan'?, Manufacturing.net articles
Does Your Business Need a 'Retirement Plan'?, Small Business Opportunities
Why pension plans are not about retirement, but the tax benefits

The 8 Worst 401(k) Mistakes Made by Self-Storage Employees
Don’t make these mistakes with your 401(k) plan.  Be vigilant!

With year-end approaching, it's time to consider many things. Your existing 401(k) plan should be one thing to consider. Here's why: Now's the Time to Review the Company's 401(k) Plan

Which Tax-Deductible Pension Plan is Right for Me?, 09/26/13
There are many types of tax-deductible pension plans, choosing the correct one is imperative

When is a tax-deductible pension plan right for you?  Here are the basics:, 09/12/13
Growing the Money Tree

Don’t make the mistake of thinking all 401(k) plans are the same or one “Safe Harbor” plan is like any other.  NOT TRUE!, 07/16/13
401(k) Plans: They Are All the Same… Right?

Reviewing Your Company's 401(k) Plan: How Self-Storage Owners Can Avoid Trouble and Maximize Plan Benefits, 09/10/13
You review your stock and bond portfolio, your maturing C.D.’s, etc.  Have you reviewed your 401(k)?  Here’s something to consider:

Which Tax-Deductible Pension Plan Is Right for Me?, 08/07/13

401(k) Plans. They are all the same..Right?

How to Prepare for the Fiduciary Standard:

412(i) Plans

How Important is a Series 65?

Understanding the Tax Implications of Life Insurance Part I

Life Insurance: At the Crossroads of Death and Taxes

Understanding the Tax Implications of Life Insurance Part II

 

 

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