October 2022 Client Line Newsletter

Save Taxes on Retirement Plan Withdrawals – if you must make an early withdrawal, the IRS allows a few exceptions from the early withdrawal penalty.

Year-End Bonuses and Retirement Accounts – you may consider providing annual bonus payouts to your employees; it’s a great way to thank them for their hard work.

Maintaining Profits During a Bear Market – how we prepare our businesses for another potential bear market can mean the difference between thriving or struggling.

October 2022 Client Profile

Small Business Loans – take the guesswork out of securing a business loan.

Maximize Your FSA – with the end of the year approaching, review your health care flexible spending account to ensure you get the most out of it.

A Bear Market, a Bull Market – look at the differences between a bear market and bull market and how long they typically last.

October 2022 Questions and Answers