4 Ways the Secure Act 2.0 Would Change Retirement Planning
If passed, the ‘Secure Act 2.0’ would significantly alter the retirement landscape. Officially called the Securing a Strong Retirement Act of 2021, the bill is
Category: SEP IRA
Small Business Owners: There’s Still Time to Save on Taxes (and for Retirement) with a SEP IRA
A SEP IRA offers business owners the benefits of accelerated retirement contributions from a workplace retirement plan with the simplicity and flexibility of a regular
3 Retirement Plans for Small Businesses: How They Compare
What’s the best retirement plan for small businesses? Business owners with employees have several options: traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA
Options After Inheriting an IRA from Your Spouse
If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options
Two Jobs, Two 401(k)s? Contributing to Multiple 401(k) Plans
Can I contribute to more than one retirement plan? This is a common question for individuals that have more than one job or run their
SEP IRA vs Solo 401(k): What’s the Best Retirement Plan for Small Business Owners?
Updated for 2022. Business owners have several retirement plans to choose from. For small companies, the SEP IRA and Solo 401(k) are the most common.
The IRA for the Self-Employed: Tax & Retirement Planning with a SEP IRA
Updated for 2022. The Simplified Employee Pension (SEP IRA) is a type of a Traditional IRA typically adopted by self-employed small business owners (sole proprietors, partnerships,
Retirement Strategies for Small Businesses
Updated for 2022. It can sometimes be difficult for business owners to plan for retirement while keeping up with the demands of running a company.