Financial Advisor Insights

Self-Employed? Save for Retirement with a Solo 401(k)

by Darrow on June 07, 2017 in Retirement Planning, Business owners

The Individual (or Solo) 401(k) plan is very similar to a Traditional 401(k) plan, only designed for business owners with no employees. Compared to the other types of retirement plans typically used […]

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How Self-Employed Business Owners Can Save for Retirement with a SEP IRA

by Darrow on May 09, 2017 in Retirement Planning, Business owners

The Simplified Employee Pension (SEP IRA) is a type of a Traditional IRA typically adopted by small business owners (sole proprietors, partnerships, C and S corporations), and the […]

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Can I Contribute to More Than One Employer-Sponsored Retirement Plan?

by Darrow on March 29, 2017 in Retirement Planning, Business owners

Can I contribute to more than one retirement plan? This is a common question for individuals that are not employed full-time in their business – independent consulting is a common example. If you are […]

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Choosing Between a SEP IRA and an Individual 401(k)

Self-employed business owners have several retirement plans to choose from, and for small companies, the SEP IRA and Individual 401(k) are the most common. Determining which plan is best suited for […]

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Retirement Strategies for Small Businesses

Updated for 2017. It can sometimes be difficult for business owners to plan for retirement while keeping up with the demands of running a company. Setting up a retirement plan may seem daunting or […]

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