The Slott Report

Participation in Multiple Work Plans – It Can Be Done!

It is perfectly acceptable for a person to participate in multiple work plans in the same year (even at the same time). For example, a 401(k) and a SEP. Or maybe a 401(k) and another 401(k). However, care must be taken to follow IRS contribution limits and other guidelines. Unfortunately, people try to circumvent these rules all the time.

The Slott Report Takes on AI

We are surrounded with information – and misinformation. Finding accurate up-to-date facts is increasingly difficult. Do an internet search and...