Weekend Reading For Financial Planners (July 8-9)
Nerd's Eye View
JULY 7, 2023
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Investments Mergers and Acquisitions (M&A) Planning Tax Planning 
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How To Set Up Solo 401(k) Plans For Self-Employed Workers
CFO News Room
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.
Weekend Reading For Financial Planners (Nov 26-27) 2022
CFO News Room
NOVEMBER 26, 2022
Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.
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