Your Guide to Solo 401(k) 🤑: A Smart Retirement Option for Self-Employed Individuals retirement planning may not top everyone's to-do list, especially for the self-employed and small business owners, but it's essential for securing your financial future. If you’re an entrepreneur or...
What Retirees Need to Know About Roth Conversions Episode 18: JoAnn Huber - The Guided Retirement Show As the landscape of retirement planning evolves, retirees are increasingly exploring various strategies to maximize their savings and manage their tax liabilities. Among the most...
What's the Better Retirement Investment? Tips vs. Zero Coupon Bonds When planning for retirement, one of the most crucial decisions investors face is choosing the right types of investments that will ensure a comfortable financial future. Two popular options that frequently come up are...
2018: Are More Trump Tax Cuts and Big 401(k) & IRA Changes On the Way? In 2018, the discussion surrounding tax reforms and retirement savings options was reignited, primarily due to the significant changes enacted by the Tax Cuts and Jobs Act (TCJA) of 2017. The implications of these...
2018: 50 or Older? Don't Skip These 5 Key Retirement Questions As you approach your 50s, planning for retirement becomes increasingly important. This is a pivotal time to assess your financial readiness and ensure you're on track to achieve your retirement goals. Here are five essential...
