Retirement Planning

What is a SEP IRA?
What is a SEP IRA?
The finance world is full of jargon and it’s often difficult to keep up with different terms and account types. Many people are familiar with Individual Retirement Accounts, (often referred to as IRAs), but what about a SEP IRA? Let’s...
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RMDs Return in 2021: What You Need to Know
RMDs Return in 2021: What You Need to Know
The COVID-19 pandemic has instigated upheaval and change around the world. The finance sector was not immune to changes brought on by the pandemic; in addition to causing months of market volatility, the pandemic also led to legislation changes relating...
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backdoor roth ira
What is a Backdoor Roth IRA?
We’ve spent time in previous blog posts discussing the basics of Roth IRAs and the differences between Roth IRAs and Traditional IRAs. A Roth IRA can be an effective tool to save for retirement through tax-free growth of dividends, interest,...
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Solo 401(K)
What is a Solo 401(k)?
Most Americans in the workforce save for retirement by contributing to their employer-sponsored plans. But how do self-employed individuals save for retirement? Today, we are going to talk about Solo 401(k)’s. To understand how a Solo 401(k) works, let’s recap...
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Should I Start Social Security at 62?
There’s an old saying: “just because you can do something, doesn’t mean you should”. This is a helpful framework to think about Social Security. Since you’re reading this blog post, you might be approaching (and thinking about) retirement. If so...
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