Category: Retirement

Navigating the Complexities of Filing Form 5500-EZ for Solo 401(k) Plans

Setting up a solo 401(k) is a wise financial move for many self-employed individuals and small business owners. It offers

For retirees living in Georgia, understanding the state’s tax rules on Social Security and other retirement income can lead to

An IRA is a type of savings account for retirement, and there are two main types: Roth and traditional. Both

For small businesses and self-employed individuals, the Simplified Employee Pension (SEP) IRA continues to be one of the most powerful

For self-employed Americans, solo 401(k) plans offer a robust path to a secure retirement, combining high contribution limits with flexible