Entries by Snapweb Editor

Lessons from a bear market: 3 actions to take now

Until a few months ago, all assets were making new highs. In the last few weeks, investors have found nowhere to hide, not even in traditional safe havens like government bonds and gold. While we may see a day or two where the market temporarily bounces back, the sell-off may continue. Markets turn volatile when […]

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What is an S Corp & how can it minimize your tax?

If you have an LLC or a sole proprietorship, an S corp election can be a powerful tax planning strategy to minimize your taxes. In this blog and video below, we will discuss S Corp election and how it can be used to minimize your taxes. We all pay payroll taxes but business owners pay twice […]

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Solo 401K vs SEP IRA: Which one should you choose?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. If you’re a self-employed individual, you must consider a SEP IRA and a solo 401K, not only to save for retirement but also to save a lot in […]

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CalSavers: What employers need to know

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Starting June 30, 2022 California businesses will be required to enroll in the CalSavers plan, unless they already offer a qualified retirement plan. In this article, we will […]

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Entrepreneurs: Save big from the QSBS tax treatment

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Physicians & business owners: Reduce your tax with SEP & Simple IRA and Solo 401(k)

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Whether you are a physician who runs your own practice or a physician who works as an independent contractor, you can take advantage of the tax planning benefits […]

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Why shouldn’t you just invest in the S&P 500?

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How to pay yourself as a business owner

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. As a business owner, you might not pay yourself adequately, choosing instead to reinvest in the business. Or as a small business owner, you might not pay yourself […]

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What is comprehensive financial planning?

You may also like Tech Professionals: How to Build Financial Resilience? Tech Professionals: Are HSAs Worth It? Should I Withdraw My 401(k) Early? Pros & Cons You Need to Know! Post-Election: What Lies Ahead for Investors?

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What business structure should I choose?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. According to the Census Bureau, the pandemic has created a boom in new business start-ups. A record 4.3 million new businesses filed paperwork to start in the last […]

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