24 Nov A full life or a busy one?
Busy or Full? A Reflection on Time, Money, and the Choices We Make The other day, I nearly skipped a monthly peer group call, planning to catch the recording later. But...
sep ira Tag
18 Nov Moving your 401k?
Rolling Over a Retirement Account? Here’s One Costly Mistake to Avoid ⚠️ When you move money from a 401(k) or other employer plan into an IRA, how that money moves makes...
29 Oct Don’t Miss This SEP + IRA Strategy
If you're self-employed, understanding the difference between employer and individual retirement contributions isn’t just a technicality—it can have a real impact on your taxes. In this article, I break down...
19 Apr Simplified Employee Pension (SEP IRA)
What is it? A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan...