Evaluating the Exchange: Equipping Your Business for Change

Sound Stewardship, along with Polsinelli, PHD Retirement Consulting, and Keller & Owen hosted the Business Planning Forum: “Evaluating the Exchange.” We offered ideas and information to help equip your business to meet the challenges of change. The topics covered included:

The Affordable Care Act of 2010 – Key Items for Consideration –Brian Johnston

Are you ready to meet the requirements of the ACA Act, or so called ObamaCare, effective October 2013?  Not every part of the Act was delayed as the press would lead us to believe; most of the requirements for businesses and individuals go into effect October 1st.  Are you ready?

Year End Tax Planning in a Year of Change – Greg Owens

On January 2, 2013, Congress passed the American Taxpayer Relief Act of 2012.  As you plan for the upcoming year as a business or individual, it is important to understand how this Act affects your tax situation.  Additionally, provisions from the Affordable Care Act of 2010 go into effect in 2013 creating further fees and taxes of which you should be aware.

What Exchanges are made with our Retirement Plan Defaults – Troy Redstone

Most of the choices we make in life do not reflect our true desires.  Likewise, the choices that we make (or don’t make) with our retirement plan selection and contribution amounts, do not reflect what most of us would like to eventually see from our retirement.  How to help our employees SAVE, SAVE MORE, and SAVE SMARTER!

401k: Considering the Conversion – Matt Syverson

Would you rather receive your retirement distributions fully taxable or tax free?  A much underused option of using a Roth Retirement Plan within your 401k is available for many employees.  Who might benefit from a conversion and what are the benefits and consequences of doing so?

If you would like additional information or would like to be invited to the next Forum, email Kristalynn Redstone or call the office at 913-317-6000.

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