Basilic Financial

The IRS plays a pivotal role in regulating retirement plans through its tax codes. These guidelines are essential for defining the taxation of contributions, investments, and distributions from retirement plans. Learn how a retirement plan can help your business mitigate tax liabilities. https://lnkd.in/g-R5tMui

The Employee Retirement Income Security Act (ERISA) of 1974 sets the standard for qualified plans in private industries. Understanding ERISA’s stipulations is crucial for both employers and employees to ensure retirement plans are secure and operate fairly. We can help. https://lnkd.in/g-R5tMui

Stagflation—a toxic mix of stagnant economic growth and rising inflation—challenges the Keynesian assertion that inflation and unemployment cannot rise simultaneously. Contrary to central planners’ predictions, the current economic environment, influenced heavily by rampant monetary expansion and regulatory overreach, mirrors the stagflationary period of the 1970s, which left economies floundering with high inflation and high unemployment at the same time. Schedule a consultation to learn how to navigate tumultuous economic environments. https://lnkd.in/g-R5tMui                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            e.

Inflation, as understood by the Austrian school of economics, isn’t merely a rise in prices but is primarily the consequence of increasing the money supply—money printed out of thin air by central banks https://lnkd.in/gfaQ-QYb

For savers and investors, the combination of inflation and stagflation erodes real returns. Traditional assets and strategies may struggle or fail to provide financial refuge https://lnkd.in/gfaQ-QYb

Diane Swonk, KPMG's chief economist, summed up her thoughts on the economy "The ice is thinning…red flags are emerging for the US economy." Check out our blog post ‘to familiarize yourself with different market dynamics https://lnkd.in/gfaQ-QYb

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The landscape of retirement planning is continually evolving, with recent legislative and regulatory changes having significant implications for both plan sponsors and participants. Understand more about the most recent changes https://lnkd.in/gUEKvZ3Y

Not all retirement plans are created equal. Let’s take a deep dive into ERISA and IRS guidelines to ensure your retirement strategy is both compliant and efficient. https://lnkd.in/gUEKvZ3Y

Advanced Retirement plans like Cash Balance are more than just savings vehicles—they are a critical component of strategic financial planning for both businesses and individuals. Schedule a call to find out how one can help your business https://lnkd.in/g-R5tMui