Simplified Employee Pension (SEP) Plans
Are you Self-Employed? If so you may find the Simplified Employee Pension (SEP) to be helpful when it comes to tax savings and planning for…
Self-Directed Traditional IRA
The Traditional IRA is the most common type of Individual Retirement Arrangement (IRA). Why? Well, it is probably because most people rollover their employer’s pre-tax…
Self-Direct Your Health Savings Account
A Health Savings Account (H.S.A.) is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified…
Solo 401(k) with Multiple Business Partners
Can you open a Solo 401k for a business with multiple partners? When you think “Solo 401(k)” you probably think of a business with one…
Making IRA Contributions in Your 70’s and Beyond
Over the past 20 years, the share of Americans working in their 70s has risen from less than 10% to nearly 15%, according to US…
