Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them. In this issue, The Power of the Pack, survey respondents shared their attitudes toward vital networking connections and opportunities.Our survey revealed some stark differences between men and women business owners regarding access to peer groups and mentorship.
Download White Paper Four misconceptions in the retirement community around Collective investment trusts (CITs):Myth #1: CITs lack transparency and periodic reporting. Participants want a ticker, so CITs aren’t suitable for DC plans.Reality: Today, as more advisors see the potential benefits of implementing CITs, this misconception is being debunked. Most fund managers create quarterly fact sheets for their CITs and provide a data feed to aggregators, such as Morningstar.
The threat of higher tax rates in the future emphasizes the importance of a tax-free source of income. For this reason, a Roth IRA can be a very effective planning tool. By preserving the Roth IRA for as long as possible, you are providing the opportunity for maximum growth to an account that can be income-tax-free.Benefits of a Roth IRAThe benefit of a Roth IRA is that it is essentially an income-tax-free vehicle.