Retirement
Category
Should you have a Roth 401(k) or Traditional 401(k)?
I saw this topic today over at Nerdwallet, and wanted to share some insight on the matter. Note the standard disclaimer that everyone is unique, and to pay a professional if
Guiding your way through Long Term Care
Long Term Care refers to the period of time in which loved ones will require additional assistance to complete the routines of daily living. Importantly, it isn’t just about mon..
Payroll in Xero with a Solo 401(k)
From a tax perspective, a Solo 401(k) AKA Individual 401(k) is one of the most attractive retirement solutions for solopreneurs. The Solo 401(k) also allows you to cover your sp..
Social Security Restricted Application really exists
I’ve spoken about the changes to Social Security in the past, here’s a post on them. I’ve just spent the past hour on the phone with the Social Security Administration
Private Pensions – know your options
Private Pensions offer the holder a multitude of options, in extreme cases I have reviewed plans with over a dozen different choices for the account holder. Here’s some key crit..
Making sense of changes to Social Security
The recent Bipartisan Budget act included provisions to close what were deemed ‘loopholes’ within Social Security strategies. Here’s a quick breakdown of what changed:
Section ..
Social Security Explained for Points and Miles Collectors
I’m not in the habit of telling people, “You absolutely have to read this book!” on account of the fact that people have different tastes and also because most books