Retirement Planning

Retirement Plan Rollovers - 101

Retirement Plan Rollovers 101

Do you have an old retirement plan? Is it still with your previous employer? Or has your company just been purchased / merged, and the new company has a new plan? Each year many people face this situation. So, what should you do with your old retirement plan? You will typically have the option to […]

Retirement Plan Rollovers 101 Read More »

My Favorite Type of Retirement Plan for Sole Proprietors

My Favorite Type of Retirement Plan for Sole Proprietors

Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves. Employers may make tax-deductible contributions on behalf of eligible employees to their SEP IRAs. SEPs are something worth considering because they are

My Favorite Type of Retirement Plan for Sole Proprietors Read More »

15585

10 Things to Consider When Planning to Transition into Retirement

15856

View