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Is a SEP-IRA Right for Your Business?

A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations. If you're like many small business

A Look at Diversification

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several dif

College Funding: Four Ways to Save for College

IUL vs 529 Plans | 1. Don’t Do Anything Strangely, this is a form of savings. Here’s why: If you don’t save....

What If I'm Not 59 and 1/2 Years Old?

The sky is falling! ......Okay maybe not, but the Coronavirus is looking like the sort of unexpected, black swan event that scrambles all...

How To Shield Up To 25% Of Your 401k or IRA From RMDs

Coming off your year-end scramble to make sure your RMDs were done in time? If so, start the new year off right - shield up to 25% of your

2020 IRS Contribution Limits for Retirement Plans

It's here. The IRS has posted the new income and contribution limits for all types of retirement plans and accounts for 2020. The IRS also

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