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Solo 401(k) vs. Keogh: Which Retirement Plan Is Best for the Self-Employed?

When it comes to retirement savings for self-employed individuals and small business owners, the choice may come down to the Solo 401(k) vs. Keogh. Which is better?

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Annuities Explained: Are They a Good Fit for Today’s Retirees?

Annuities can supplement your retirement as they provider a consistent income stream. Learn how to invest in them with a Self-Directed IRA.

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What is the UBTI Tax Rate?

UBTI Tax Rate & Rules Explained – Find out what activities generate UBTI, how to calculate it, and strategies to minimize tax liabilities in your IRA.

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Understanding ERISA: The Law That Shapes American Retirement and Health Benefits

ERISA is a federal law that establishes minimum standards for private industry retirement and health plans to protect participants and their beneficiaries.

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Pension Plan Rollovers to a Solo 401(k) Plan

Transferring assets from a traditional pension plan to a Solo 401(k) via a pension plan rollover provides the flexibility and control associated with modern retirement plans.

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2025 Solo 401(k) Contribution Limits

For self-employed individuals and small business owners, a Solo 401(k) is a powerful tool to maximize retirement savings while enjoying significant tax advantages.

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Socially Responsible Investing with an IRA

Socially responsible investing with a Self-Directed IRA allows you to align your retirement savings with your values without sacrificing financial performance.

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Maximizing Your Retirement Balance: A Comprehensive Guide

This article explores actionable strategies for maximizing your retirement balance, empowering you to enjoy a stress-free retirement.

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Inherited IRAs – Everything You Need to Know in 2025 & Beyond

This guide will walk you through everything you need to know about inherited IRA rules for 2025, providing clarity on key regulations.

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Why Choose a Solo 401(k) vs. SIMPLE IRA?

A SIMPLE IRA plan is similar to a Solo 401(k) plan in that it is funded by employee deferrals and...

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