by Kenny | Jul 29, 2019 | IRA BLOG
By Ian Berger, JD IRA Analyst Sometimes it pays to go solo. For self-employed individuals looking to maximize their nest egg, a solo 401(k) plan — also known as an “individual 401(k)” or a “uni-k” — may be a better choice than a SIMPLE or SEP IRA. Who Can... by Kenny | Jul 24, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst By the look of everyone’s Facebook and Instagram photos, it appears we are all flying Gulfstream jets around the world, relaxing on far-away beaches and lighting Cuban cigars with twisted-up $100-dollar bills. Is the economy really... by Kenny | Jul 24, 2019 | blog, Financial Services Newsletter, Weekly Article, Weekly Newsletter
Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress... by Kenny | Jul 22, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst It is not unusual for many workers today to have a side gig. They may have job, and it might even be full time, but it’s still not enough to make ends meet. So, they operate their own business on the side. The extra income can be... by Kenny | Jul 18, 2019 | IRA BLOG
By Ian Berger, JD IRA Analyst Question: I read your November 29, 2017 explanation of rollovers and the time limitations. But my issue is still unclear to me. In December 2018, my husband made a transfer from his 401(k) to an IRA to a Roth IRA. We intended to do the...