Topics: Retirement Planning

Medicare Open Enrollment: Review Coverage as Plans Can Change

By: Ashley Tucker

Medicare open enrollment has just begun, and if you or a family member are Medicare eligible, we recommend that you take action to review your coverage. Now through December 7,

October 20th, 2017 | Retirement Planning

Offer Plan Loans? Be Sure to Set a Reasonable Interest Rate

Like many businesses, yours may allow retirement plan participants to take out loans from their accounts. Such loans are governed by many IRS

March 29th, 2017 | Business Strategy, Retirement Planning

Proper Education Can Drive Retirement Plan Participation

Employers who offer retirement savings plans are already helping their workforces. But not all employees take advantage of these plans. And many

March 8th, 2017 | Retirement Planning

Retirement Account Planning - Birmingham CPA Firm

Untangling the Maze of Retirement Accounts: What is a Roth?

By: Joseph McNair

There are numerous types of “qualified” retirement accounts—too many to tackle in an article that you will enjoy reading. But one frequent question regarding retirement accounts is, “What is a

April 19th, 2016 | Retirement Planning

Retirement Plans and the Importance of Documentation

By: Warren Averett

Over the last decade, an increasing number of plan sponsors and third-party administrators (record-keepers) have moved to a paperless environment. Almost anything can be kept on a hard drive or

July 20th, 2015 | Retirement Planning