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Insights
Insights
Precise, plain-English guides from Samah Naguib, CFA® for business owners, high-bracket households and retirement savers in California.
Small business retirement plans
ComplianceCalSavers or Your Own Plan? What California Owners Need to DecideTax & CostWhat a Small Business Retirement Plan Really Costs After SECURE 2.0 CreditsPlan DesignSIMPLE IRA vs. SEP IRA vs. 401(k): Choosing the Right PlanPlan DesignSafe Harbor 401(k): How Owners Avoid Failed Testing and RefundsRisk ManagementYour Fiduciary Duties as a Plan Sponsor — and How to Share ThemEmployee EngagementMaking the Benefit Visible: Why Employees Undervalue Your Retirement Plan
Tax-aware investing and fixed income
- California Municipal Bond Ladders: How They Work
- Tax-Aware Wealth Management for California High Earners
Weekly market commentary
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