Financial, Investment and Estate Planning Blog

Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!

401(k)s for solopreneurs

That's right, you can have your own 401(k) plan – even if your business consists of just you, or you and your spouse. An Individual 401(k) plan, sometimes referred to SBO 401(k), offers you opportunities you may not find in other retirement plans. Individual 401(k)s are designed for the solopreneur. They can have only one or two participants: a bus...

Continue reading
  107 Hits

7075 W. Bell Road. Ste 8, Glendale, AZ 85308