Blog tagged as SEP IRA

SEP IRA vs Solo 401(k): Which is Right For You?

08/16/2024 11:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
SEP IRA vs Solo 401(k): Which is Right For You?
SEP IRAs and Solo 401(k)s offer distinct retirement planning options for self-employed individuals, with differences in contribution limits, Roth availability, and eligibility that require careful consideration.

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.

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.

Retirement Strategy: How Retirement Strategy Has Changed

07/20/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Strategy: How Retirement Strategy Has Changed
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

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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