EXplains How to run/invest small or at least in a starting business.

1. SMALL BUSINESS INVESTMENT
PRESENTATION
Thomas Lincoln & Associates
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2. THOMAS LINCOLN & ASSOCIATES
ADVISORS
 Independently owned and managed
 25 years of investment experience
 Relationship-driven client service
 Quantitative investment process
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3. OVERVIEW
 Investment Process and Characteristics
 Investment Review
 Evaluate Financial Status
 Formulate Guidelines
 Investment Strategy
 Select Investments
 Review & Report Status
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Maturity
Quality
Sector
Buy/Sell
Allocation
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4. BASIC STRATEGY
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Investment
Evaluate
Formulate
Select
Review
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5. REVIEW STATUS
 Current Financial Status
 Review expectations
 Establish objectives
 Formulate Guidelines
 Establish asset allocation
 Select Markets
 Risk
 Stability and Growth
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6. PLANS
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7. THE IRAS
Eligibility
Annual
Contribution
s
Distributions Taxes
Roth
IRA
Anyone
Single: $100k
Married:$166k
Maximum
Single: $5k
Married: $10k
No age req. after
59 ½ Lump sum
or installments
No tax after 59
½
Penalty before
59 ½
IRA
Anyone Lesser of $5k
or 100% of
earned income
70 ½ age req.
Lump sum or
installments
Income tax
applies
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8. OTHER PENSION PLANS
Eligibility
Annual
Contribution
s
Contribution
Type
Taxes
Keogh
Self employed
Sole proprietors
Maximum: $40k
or 25% of
employee
compensation
By employer 2
part plan Pre-tax
Income tax
applies
SEP- IRA
Self employed Maximum: 40k
or 25% of
compensation
By employer
Pre-tax
Income tax
applies
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