Business Archives - Iron Oak Wealth

Choosing a Retirement Plan for Your Business

By Kelly McGrathBusiness, Group Retirement Benefits, Kelly McGrath

Why Have a Retirement Plan? A retirement plan set up through your business allows you to accumulate and save for...

2025-10-02

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Why Succession Planning Matters For Business Owners

By Nicholas MuñozBusiness, Nicholas Muñoz

Whether you intend to work for the rest of your life, or you would like to retire someday with the...

2025-09-15

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What We Know About the New Tax Bill So Far

By Nicholas MuñozFinancial Planning, Nicholas Muñoz, Tax Planning

Everyone wants to know more about the “One Big Beautiful Bill Act” (OBBBA) signed into law by President Donald J....

2025-07-10

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Choosing—or Changing—Your Firm’s IRS Status

By Nicholas MuñozBusiness, Nicholas Muñoz, Tax Planning

An organization’s structure is a big consideration, which may also impact the amount of taxes they are obligated to pay....

2025-06-30

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Should You Save More Than The Match in Your 401(k)?

By Tracey BrenneiseFinancial Planning, Retirement Planning, Tracey Brenneise

It’s abundantly clear that 401(k) plans have benefited millions of people and have become the most popular retirement plan since...

2025-06-14

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An Introduction to Wealth Management for Small Business Owners

By Tracey BrenneiseBusiness, Financial Planning, Tracey Brenneise

In the US, there are over 30 million small businesses, and they account for nearly half of the workforce in the...

2025-03-06

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The Market’s Rollercoaster Ride in Recent Weeks: A Cause for Cautious Optimism

By Nicholas MuñozInvesting, Nicholas Muñoz

The stock market has been experiencing a mix of volatility and cautious optimism over the past few weeks, with investors closely watching...

2025-02-15

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Unlocking Portfolio Diversification: The Power of Opportunity Zone Funds

By Lisa HutterFinancial Planning, Investing, Lisa Hutter, Tax Planning

In today’s investment landscape, many investors find themselves facing a challenging situation: significant gains in their portfolios. But with those gains...

2025-01-31

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Different Types of IRAs – Which is Best for Your Future?

By Nicholas MuñozInvesting, Nicholas Muñoz, Retirement Planning, Tax Planning

Generally speaking, IRAs are a good idea for people who don’t have 401(k)s or want more for their retirement than...

2025-01-27

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Real Estate as an Investment

By Lisa HutterFinancial Planning, Investing, Lisa Hutter

Whether you find yourself considering real estate as a means to transition out of active property management, seeking to optimize...

2024-01-09

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Business

Choosing a Retirement Plan for Your Business

Why Succession Planning Matters For Business Owners

What We Know About the New Tax Bill So Far

Choosing—or Changing—Your Firm’s IRS Status

Should You Save More Than The Match in Your 401(k)?

An Introduction to Wealth Management for Small Business Owners

The Market’s Rollercoaster Ride in Recent Weeks: A Cause for Cautious Optimism

Unlocking Portfolio Diversification: The Power of Opportunity Zone Funds

Different Types of IRAs – Which is Best for Your Future?

Real Estate as an Investment

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