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The MPM Group, LLC

1010 Monarch Street, Suite 220
Lexington, KY 40513

Phone:

(859) 223-4973

Fax:

(859) 224-1288

E-mail:

info@thempmgroupllc.com

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lease Payment

How much would your monthly lease payment be?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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