Published Articles

Tapping Into Retirement Savings: The 401(k) Tax Benefit for Self-Storage Operators, 07/03/14 article on insideselfstorage.com

When is a tax-deductible pension plan right for you?  Here are the basics:, 09/12/13
Growing the Money Tree

Don’t make the mistake of thinking all 401(k) plans are the same or one “Safe Harbor” plan is like any other.  NOT TRUE!, 07/16/13

401(k) Plans: They Are All the Same… Right?

The 8 Worst 401(k) Mistakes Made by Self-Storage Employees

Don’t make these mistakes with your 401(k) plan.  Be vigilant! 

Which Tax-Deductible Pension Plan is Right for Me?, 09/26/13
There are many types of tax-deductible pension plans, choosing the correct one is imperative

Reviewing Your Company’s 401(k) Plan: How Self-Storage Owners Can Avoid Trouble and Maximize Plan Benefits, 09/10/13 

You review your stock and bond portfolio, your maturing C.D.’s, etc.  Have you reviewed your 401(k)?  Here’s something to consider:

Which Tax-Deductible Pension Plan Is Right for Me?, 08/07/13