June 13, 2025
SDIRAs - A Smart Move for Retirement Savers Ages 40+ Are you 40+ and wondering if you’re doing enough to secure your retirement? If you're looking for a smarter, more flexible way to grow your retirement savings, a Self-Directed IRA (SDIRA) might be exactly what you need. Unlike traditional IRAs…
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June 2, 2021
With a Spousal IRA (also known as the Kay Bailey Hutchison Spousal IRA), you do not need to earn income to contribute to an IRA account. As you probably know, …
May 25, 2021
In the early fall 2021 the Retirement Industry could see some major overhauls. Recently, a bill was introduced (the Retirement Security & Savings Act) with bipartisan support and as a…
May 11, 2021
You don’t have to run a large company to offer a retirement plan to your employees. Small employers can save for retirement as well by offering SIMPLE IRA plans.…
May 8, 2021
You opened a Self-Directed retirement plan and now you want to fund it. Funding your Self-Directed IRA is a process that takes a few days to complete, so preparedness and…
April 19, 2021
Are you Self-Employed? If so you may find the Simplified Employee Pension ( or SEP) IRA to be helpful when it comes to tax savings and planning for your retirement.…
April 12, 2021
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 retirement account into a Traditional…
April 9, 2021
Self-Directed 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 medical…
April 8, 2021
Can you open a Solo 401k for an LLC business with multiple partners? When you think “Solo 401(k)” you probably think of a business with one owner. What if your…
April 5, 2021
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 Census bureau data. As a…
March 24, 2021
Difficulty of Care Payments & Nondeductible Contributions You may be able to make additional nondeductible IRA contributions (after December 20, 2019) if you received difficulty of care payments, which are…
March 22, 2021
Have you left your employer? If you recently changed jobs, you are not alone. The global pandemic has affected many and as a result he U.S. Bureau of Labor Statistics…
March 8, 2021
By now a lot of you are starting to think about taxes…we have a little bit of time left before Uncle Sam comes knocking. One simple thing that you may…
