◀ The Principal Blog

Posts from the ‘ESOP’ category

Think you know ESOPs?



Over the past couple of years I have written several posts about when an Employee Stock Ownership Plan (ESOP) may be able to benefit selling business owners, companies, and employees. This short video (4:33) summarizes many of those opportunities.  It also features several companies that have…

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Leverage your business for your retirement future



A key issue for many of us is whether we will have enough income in retirement. You don’t have to look very hard to find articles providing advice on how much we should invest in 401(k) plans, IRAs and other investments, along with how to draw down these type of accounts in retirement.

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