Financial Advisor Insights

Small Business Owners: There's Still Time to Save on Taxes (and for Retirement) with a SEP IRA

Update: The IRS has delayed the 2019 tax filing deadline until July 15th, 2020. Accordingly, the latest date to fund a SEP IRA for the 2019 tax year is July 15, 2020.

A SEP IRA offers business owners […]

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Retirement Plans for Small Business Owners with Employees

Small businesses with employees who want to offer a retirement plan will have several options including a traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA. The best option will depend […]

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The Secure Act Means Major Changes to the Retirement System

The Secure Act was signed into law on December 20th, 2019, solidifying the most significant changes to the retirement system in over a decade. Though clarification on some of the finer points of the […]

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Tax-Efficient Funds Don't Belong in Your IRA

This article was originally published by Darrow advisor Kristin McKenna, CFP® by Forbes.

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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) for Self-Employed Business Owners

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), also called an […]

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

The IRS has delayed the 2019 tax filing deadline until July 15th, 2020. Accordingly, the latest date to fund a SEP IRA for the 2019 tax year is July 15, 2020.

Updated for 2020. The Simplified […]

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

The IRS has delayed the 2019 tax filing deadline until July 15th, 2020. Accordingly, the latest date to fund a SEP IRA or employer 401(k) contribution for the 2019 tax year is July 15, 2020.

Updated […]

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Retirement Strategies for Small Businesses

Updated for 2020. 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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Options for an Inherited IRA

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