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There is still time to start retirement plans and make contributions for 2020. Further more, the amount of deductions that you may be able to get for your clients can be staggering.

It almost seems as if our industry has missed that the SECURE Act also opened the door for a brand-new way to operate pooled plans; we now have MEPs, PEPs & GoPs!

Two common investment plans are 401(k)s and SIMPLE IRAs. The plans do share similarities, but their differences are substantial.