German Escobar Senior Consultant Bowling Green, KY 270.781.0111 Related Services Advisory Email German Escobar
Alert Feb 22, 2022 Understanding RMDs for Your ESOP Account & New Life Expectancy Tables for 2022 Read on for an overview of RMD requirements, how to calculate RMDs, and tips to avoid fines. Read More
Article Feb 22, 2022 New Study on Financial Security & Employee Ownership Amid Crises The NCEO recently released a study measuring the financial impact of employee ownership during times of crisis. Read on for highlights of… Read More
Alert Jan 26, 2021 New Study Explores the Benefits & Barriers of ESOPs Employee-Owned S Corporations of America recently released the results of a study on why there aren’t more ESOPs. Read on for key findings. Read More
Article Jan 10, 2020 Understanding RMDs for Your ESOP Account ESOP participants who don’t withdraw the required minimum distribution (RMD) from their tax-deferred qualified retirement plans could incur… Read More