Blog tagged as IRA

Retirement Plan Options for the Self-Employed and Gig Workers

06/28/2023 12:18 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Plan Options for the Self-Employed and Gig Workers
Being self-employed or a gig worker doesn't mean your retirement plans need to suffer. There are many self-employed retirement options that can help with your finances later in life.

Capital Gains & Your Taxes: A Brief (But Important!) Guide

02/08/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. The amount of capital gains taxes you pay depends on a variety of factors. Here's how capital gains tax works and a few tips for reducing them.

5 Things Business Owners Should Know About SEP IRAs

01/21/2022 08:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things Business Owners Should Know About SEP IRAs
Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.
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