Category: Tax Planning

SEP IRA vs Individual/Solo 401(k)-Which is Right for You?

If you and/or your spouse own a business and you are the only employees, or you have 1099 income and want to maximize your retirement savings, you should consider contributing to a SEP IRA or an Individual/Solo 401(k) Plan. Which plan is right for you? Here are some highlights of each plan. SEP IRA-Simplified Employee […]

5 Tax Moves To Consider

5 Tax Moves to Consider Before April 18th Even though we are a few months into 2016, it is not too late to save on your 2015 taxes or increase the amount of tax-free or tax-deferred savings you are making.  As you are compiling your tax information and meeting with your tax professional, please consider […]