Financial Advisor Insights

Options After Inheriting an IRA from Your Spouse

If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options for the account you have just inherited. In general, you will […]

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What to do after inheriting a retirement account from a parent or relative

If you have just inherited a traditional IRA, SEP IRA, Roth IRA, 401(k) or 403(b) plan from a parent, sibling, or relative, you may be unsure about what your options are and what to do next. As a […]

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SEP IRA vs Solo 401(k)

Updated for 2019. Self-employed business owners have a few options when it comes to saving for retirement. The most common retirement plans for small business owners are the SEP IRA and Solo 401(k), […]

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

Updated for 2019. 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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Choosing Between a SEP IRA and an Individual 401(k)

Updated for 2019. 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 […]

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Retirement Strategies for Small Businesses

Updated for 2019. 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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