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Navigating the 2024 Election Season

By Alan Rhode

As the 2024 presidential election season approaches its conclusion, the stakes are high, not just in terms of political outcomes but also for financial markets. It’s natural for investors to wonder how the election results might impact their portfolios and whether they should make any changes. Let’s dig into what history and current research tell … Continued

Understanding Qualified Small Business Stock (QSBS)

By Alan Rhode

Investing in startups and small businesses has always been a risky endeavor. However, with the right strategies, it can also be immensely rewarding. One such strategy revolves around Qualified Small Business Stock (QSBS), a powerful tool offering substantial tax benefits to investors. As a prospective client of Modern Wealth, it’s crucial to grasp the essence … Continued

The Solo 401(k)

By Alan Rhode

Hey there, you savvy business owner, you! If you’re running the show solo or with just your partner, then first of all, hats off to you. The freedom of being your own boss is pretty amazing, right? But hey, even the independent souls among us need to think about the future. Yep, I’m talking retirement, … Continued

The Ultimate Guide to Retirement Plans for Small Businesses

By Alan Rhode

As a small business owner or self-employed professional, it’s essential to understand the variety of retirement options available. The right plan offers financial security for the future and can also provide current tax benefits. Here’s an in-depth look at the top retirement plans tailored for small businesses and self-employed individuals. 1. Individual 401(k) / i401(k) … Continued