Insights
Retirement Accounts
The Presidential Election and the Stock Market
Presidential elections stir up a lot of excitement and anxiety when it comes to the stock market. Many investors often wonder how the outcome of the election will affect their portfolios. This can lead to speculation and an increase in short-term trading. But how does...
The Mega Backdoor Roth – Tax Free Growth Tax Free Retirement
The Roth IRA, allowing individuals to save after-tax dollars and then grow those investments completely tax-free with no requirement to take distributions, were a welcome addition to the retirement savings landscape in 1998. However, many people are locked out of...
SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed
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 popular (non-exhaustive) options that self-employed people can use to access...
New Year, New Rules: Key Policy Changes Impacting Your 2024 Finances
Not surprising that improving finances are a top new year’s resolution by respondents in a Forbes Health/OnePoll survey. Understanding federal policy updates that can impact your finances earlier in the year can set you up for better financial success throughout 2024...
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