Tag: Retirement Plan

5 Retirement Savings Tips for Millennials

July 29, 2021
Finance

Younger generations are dealing with challenging economic realities when it comes to saving for retirement. A good percentage of those in the gen z and millennial generation are graduating with student loan debt and dealing with a hot housing market all while trying to manage a budget on stagnant...

Traditional vs. Roth 401(k) Contributions

July 6, 2021
Finance

The different ways you can save for retirement is staggering. On top of that you need to decide what type of contribution to elect into your account (traditional, Roth, post-tax, pre-tax, etc.) Many people in the corporate or private sector have access to a 401(k) plan. This provides employees a tax-advantaged...

Decoding the SEP-IRA

June 19, 2020
Finance

By Mack Bekeza, CFP® With millions of small business owners in the United States, one of the most significant problems they face is how do they plan for retirement for themselves and their families while growing and maintaining their small businesses. On top of that, how can they incentivize their...