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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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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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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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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Accumulation

Estimate the future value of your current savings.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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