June 17, 2021Do you have a retirement account? You need to designate a beneficiary. That is where this story begins. IRA inheritance…
June 2, 2021With a Spousal IRA (also known as the Kay Bailey Hutchison Spousal IRA), you do not need to earn income…- May 25, 2021In the early fall 2021 the Retirement Industry could see some major overhauls. Recently, a bill was introduced (the Retirement…
May 11, 2021You don’t have to run a large company to offer a retirement plan to your employees. Small employers can…
May 8, 2021You opened a Self-Directed retirement plan and now you want to fund it. Funding your Self-Directed IRA is a process…
April 19, 2021Are you Self-Employed? If so you may find the Simplified Employee Pension ( or SEP) IRA to be helpful when…- April 12, 2021The Traditional IRA is the most common type of Individual Retirement Arrangement (IRA). Why? Well, it is probably because most…
April 9, 2021Self-Directed Health Savings Account A Health Savings Account (H.S.A.) is a type of savings account that lets you set aside…- April 8, 2021Can you open a Solo 401k for an LLC business with multiple partners? When you think “Solo 401(k)” you probably…
April 5, 2021Over the past 20 years, the share of Americans working in their 70s has risen from less than 10% to…- March 24, 2021Difficulty of Care Payments & Nondeductible Contributions You may be able to make additional nondeductible IRA contributions (after December 20,…
March 22, 2021Have you left your employer? If you recently changed jobs, you are not alone. The global pandemic has affected many…
