Posts for category: Wealth Preservation & Distribution

Wealth Preservation & Distribution

October 13, 2016 / Peter A. Scilovati

How Business Owners Can Max Out 401k Contributions

While recently helping a small business owner decide whether to install a 401k plan for her company, the question came up about the safe harbor provision of a retirement plan […]

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Wealth Preservation & Distribution

April 2, 2015 / Peter A. Scilovati

Lump Sum or Monthly Pension?

Many of our clients are faced with the decision of turning on their monthly pension from an employer’s defined benefit retirement plan or accepting a lump sum offer from the employer. […]

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