Blog tagged as RMD

Traditional vs Roth IRAs: Which is Better for You?

03/08/2024 01:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Traditional vs Roth IRAs: Which is Better for You?
When choosing between a traditional IRA and a Roth IRA it's important to look at the key differences between them.

Top 5 Things to Know About a SEP IRA

10/31/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Top 5 Things to Know About a SEP IRA
Own your own business or self-employed? Whether you're going it alone or managing some top-level talent, you may want to consider offering a SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

The Pros and Cons of Early Retirement Plan Rollovers

12/13/2021 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

Tags