SEP IRA Archives

Think Your Will Decides Everything? Your Beneficiaries Designations Might Say Otherwise

by James Osborn & Karen Ogden | Oct 26, 2025 | 401(k), 403(b), Insight, IRA/Roth IRA, Retirement Accounts, SEP IRA

Think Your Will Decides Everything? Your Beneficiaries Designations Might Say Otherwise Cold and often dreary November provides the perfect excuse to spend a few hours thinking about something that can often be neglected – your wishes post death. Though death and...

SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed

by James Osborn & Karen Ogden | Apr 23, 2024 | 401(k), High Net Worth, Insight, Retirement Accounts, SEP IRA, Taxes

SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed Search for: Being self-employed is never easy. Thinking about your retirement and associated retirement accounts is often an afterthought. But contributing to a retirement account is still critical. Two...