There are many similarities & differences between a Solo 401(k) plan and a Simplified Employee Pension. It's important to understand the details before you make your decision.
With Roth IRAs you’re able to direct after-tax savings to this investment account, where it’ll grow tax-free and can be withdrawn tax-free in retirement. So now, more than ever, it might be a good opportunity to evaluate whether Roth IRAs might fit into your financial plan from a tax or estate planning standpoint.
Congress recently passed a bill known as the Setting Every Community Up for Retirement Enhancement Act also known as the SECURE Act. Take a listen to learn more about this new law that will impact many Americans.
Retirement requires a significant amount of planning. Make sure you get the most of your financial plan by avoiding these 8 common retirement mistakes.
Financial planning, done right, is not about sacrificing your todays just to plan for your tomorrows.
As we head toward the end of the year, there are many year-end planning items to consider including reviewing that the maximum contribution is made to your retirement accounts.
"Each concern was expressed by the “CFO” spouse; the person in the relationship responsible for making most of the financial decisions."