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How Employer Roth Contributions To Solo 401(k) Plans Reduce The QBI Deduction (And Increase Taxes) For Self-Employed Workers – Go Health Pro

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How Employer Roth Contributions To Solo 401(k) Plans Reduce The QBI Deduction (And Increase Taxes) For Self-Employed Workers – Go Health Pro

Solo 401(k) plans are a popular retirement savings vehicle for self-employed business owners. One of their key features is the ability to make contributions both as an “employee” of the business and as the “employer”, i.e., the business itself. By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more … Read more

A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny – Go Health Pro

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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny – Go Health Pro

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the … Read more

Progressive looks to reduce price further for $345m Bonanza Re 2024-1 cat bond – Go Health Pro

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Progressive looks to reduce price further for 5m Bonanza Re 2024-1 cat bond – Go Health Pro

US insurance firm Progressive is targeting even more favourable price execution for its latest venture to the catastrophe bond market, with the spread guidance for its new $345 million Bonanza Re Ltd. (Series 2024-1) issuance having fallen further in the latest update, we understand.Progressive returned to the cat bond market in late November, with what … Read more

How lunch breaks reduce transparency and help EU leaders reach agreement – Go Health Pro

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How lunch breaks reduce transparency and help EU leaders reach agreement – Go Health Pro

Lunch breaks during meetings have become an increasingly important setting for confidential discussions between EU leaders, write Mareike Kleine and Samuel Huntington. But while these discussions make it easier to reach agreements, they raise critical questions about the trade-off between transparency and confidentiality in EU and global governance. In October 2024, EU ministers met informally … Read more

Insurers harness cloud power and reduce tech debt | Insurance Blog – Go Health Pro

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Insurers harness cloud power and reduce tech debt | Insurance Blog – Go Health Pro

With all the buzz around ChatGPT and generative AI, it’s important to remember that cloud is the underpinning. Insurers will need to replatform by migrating to the cloud to enable innovation and growth through these new and emerging technologies. At the same time, they are taking a hard look at their legacy blocks to determine … Read more

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