Bob Frey, QKA, CPFA

Working to help people reach retirement goals by being a trusted advisor.
/*********/
Securities offered through LPL Financial, Member SIPC

[Bob Frey, QKA, CPFA @bob_AGHWA]

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? | AGH Wealth Management
https://t.co/u3I9AteRrz

[Bob Frey, QKA, CPFA @bob_AGHWA]

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

https://t.co/uSSEdWi8HV

[Employee Fiduciary @401kLowCost]

💡The Frugal Fiduciary's Tip of the Week💡

“Understanding the deduction rules for 401(k) plan contributions can significantly reduce your business’s tax liability. These rules boil down to limits and timing.”

[Bob Frey, QKA, CPFA @bob_AGHWA]

@kairyssdal Moving at the speed of...DC

[American Retirement Association @usa_retirement]

The SECURE 2.0 Act marked a significant step towards enabling more small business owners to offer retirement savings plans, yet 65% still don’t offer one to their employees.

Read More: https://t.co/W6nsR2vSbK

#SECUREAct

[Bob Frey, QKA, CPFA @bob_AGHWA]

Are you ready to #SoarIntoHR with @KSSHRM next week? Be sure to stop by booth 63 & 64 to see @JMTrowbridgeAGH, David Darby, Marc Homan & myself to learn how we can help. We are located just outside the SHRM Hub in the middle of the floor #YourPeopleOurBusiness #TrustedAdvisor #HR

[Bob Frey, QKA, CPFA @bob_AGHWA]

The #DOL has changed the rules for Form 5500 and #audits. Here is a quick look at those changes and how they may affect your #QualifedRetirementPlan

https://t.co/oGC4akBuOL

#401k #Compliance #TrustedAdvisor #AGH #EBS

[Employee Fiduciary @401kLowCost]

💡The Frugal Fiduciary's Tip of the Week💡

"Safe harbor 401(k) plans can automatically pass certain annual tests with mandatory contributions and participant notices, benefiting small businesses and their employees."

[AGHWealthManagement @AGHWealth]

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt. #LifeInsurance https://t.co/O0bisD5jXd

[Dan Szymborski @DSzymborski]

My Saturday fun project: using AI, every US president as a Pixar character.

[AGHWealthManagement @AGHWealth]

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit https://t.co/q8zWz4frK6

[Ben Shapiro @benshapiro]

When government becomes the only thing holding us together -- when government replaces community and civil society -- the result isn't greater solidarity and consistency, but rage and dissolution.

[Bob Frey, QKA, CPFA @bob_AGHWA]

Dear U.S. House of Representatives...

"The true test of a leader is whether his followers will adhere to his cause from their own volition, enduring the most arduous hardships without being forced to do so, and remaining steadfast in the moments of greatest peril" Xenophon
#SOTH

[Bob Frey, QKA, CPFA @bob_AGHWA]

No meetings on Wednesdays? Where do I sign up?
Shopify urges employees to say 'no' to meetings https://t.co/WWLPYaM2d7

[Bob Frey, QKA, CPFA @bob_AGHWA]

@AGHLC Congrats Tyler!

[Bob Frey, QKA, CPFA @bob_AGHWA]

This list is long, but here are the 200 most common passwords according to NordPass. You can search by country if you want, but it seems like in this day and age we should be past a list like this.

https://t.co/G8ajzH81JQ

#JustMyTwoCents #CyberSecurity #Passwords #AGH

[AGH CPAs & Advisors @AGHLC]

Happy Halloween from all the ghouls and goblins at AGH. 👻🧟‍♂️🧛‍♀️

[Bob Frey, QKA, CPFA @bob_AGHWA]

"Know that the ultimate Responsible Party will be the person who bears the consequences of what is done." - Principle of the Day @RayDalio

[Bob Frey, QKA, CPFA @bob_AGHWA]

Now that everyone has closed out 2021, it is time to talk about closing out 2022! Join our @AGHLC team for information on 1099 compliance (for #free) on November 16th. Head over to https://t.co/J1vfJV5MYr for more information! #TrustedAdvisors #Payroll