Radio Appearance: Patrick Cote on Your Money
5/13/2017 - originally aired on Sirius XM Channel 132, Business Radio Powered by The Wharton School.
Small-Business Owners: 3 Retirement Plan Options For You
There are many rewards to running your own successful business. The flexibility to customize a retirement plan tailored to your goals is just one of those rewards. You need a plan that works well today - and in the future as your business grows. Whether you’re a sole proprietor, LLC or S Corp, there’s an option for you.
All of the options we lay out reduce your current taxes while your assets grow tax-deferred. You’ll begin paying taxes when you take money out later in retirement, but only on the actual dollars withdrawn.
Living the Dream - Sailing the Pacific
The ideal retirement has evolved over time. There are a growing number of people who want a mix of work and play, especially if they are able to do so at a younger age.
What it Means to be a HENRY (High Earner, Not Rich Yet)
You may not have heard the term HENRY before - it refers to a High Earner, Not Rich Yet. There is no standard definition for HENRYs, however, we at AssetGrade have come to think of them as people who: