Welcome to the blog of Andrew Carroll. Below are some recents posts.

Recent Posts

October 2, 2018

Retirement Plans

This is a quick guide to the basics of how retirement plans work and how to help you figure out which plan is the right one for you or your clients. The first thing we look at is how much you want to “defer” or save every year: Levels of deferral: $0 – $5,000 –…

Investing Thoughts

September 18, 2018

Watch out S-Corps

Another great article  The main takeaway here is that the IRS is starting to look at S-Corps more and more for compliance. S-Corps have exploded in the last ten years or so as the “gig” economy has taken off. And while nearly all of my clients would not have an issue with the technical things…

Gig Economy Thoughts

September 5, 2018

No paralysis! Do analysis!

This video came across my desk in the last couple weeks it is Will Smith telling the story of how he got the role of the Fresh Prince of Bel Air: It is WELL worth the five minutes to watch – it is an amazing story and Will Smith is hilarious. But there is…