Now that the SECURE Act has passed, you may have some questions about what it means for you and your beneficiaries. The act works to increase access to employer-sponsored retirement plans and addresses the extended average life expectancy. Still, it brings changes for the way your retirement funds will be inherited.

BlueSky Wealth Advisors' Founder and CEO, David Blain, CFA will soon be a guest contributor to the powerhouse website www.taxloopholes.com. This website is a cult favorite and hub of knowledge for savvy business owners and investors looking to receive the most innovative information on tax strategy and business development.

Investing money can often seem like the pursuit of the latest, hippest, shiniest object. “Top 10 funds!” “Put your money on Bitcoin!” “Gold is where it’s at!” It seems like someone is always promising a sure-fire way to get rich quick.

Most everyone is familiar with their advantages: typically, a contribution is an above-the-line tax deduction, and all income and capital gains inside the IRA are tax-free. But like any wonder drug, there are some side-effects, some reasons why IRAs don’t work for everyone’s plan. Here’s what IRAs should have on their warning label:

In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors covers all of the details of Non-Qualified Deferred Compensation Plan and how it can be advantageous for your company.

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and Founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each.

Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO and Founder of BlueSky Wealth Advisors, dives into Advanced Pension Plans for Small Businesses.

As a business owner, it can be difficult to know what type of retirement plan to choose. In this session you will learn about the varying types of plans with David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors, and author of Invest in Your Life as he walks you through the basic principles of a 401K.