The Individual 401(k)
The Individual 401(k)—also known as “The Solo 401(k)†or “the Solo (k)â€â€”works much the same as standard 401(k) plans offered by large corporations. This plan
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Blog
Your 401k Contribution Limits for 2015
One-Participant 401(k) Plans A one-participant 401(k) plan is sometimes called a: Solo 401(k) Solo-k Uni-k One-participant k The one-participant 401(k) plan isn’t a new type
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CESA Basics
Funding a college or university education can be tough. On top of hunting for all the grants and scholarships you can, it’s vital to know
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Meet Two Of Our Young Investors
Alex and Maggie are already saving for college and own Real Estate! How? They both have a Coverdell Education Savings Account (CESA) that co-owns a
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The Benefits of a SEP IRA
Are you self-employed and in need of a tax deduction? A Simplified Employee Pension (SEP) IRA may be the perfect Self-Directed IRA for you to
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REIT vs Direct Investing
When looking to add something to your overall financial portfolio real estate investments provide an attractive option. Having these valuable assets can open you up
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Are you a real estate investor or want to be?
Did you know you can own real estate and land within your IRA? Join us at the Doubletree! Our own Matthew Tillack will be presenting the basics of
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Make Your Teenager a Millionaire with a Roth IRA
Did you know your children can contribute to a Roth IRA regardless of age? You bet your bottom dollar they can! Parents who are on
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The Basics of Self-Directed IRAs
Self-directed IRA’s are no different from traditional IRA’s. The word ‘self-directed’ is not an official or legal term, but it is simply a term that
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Make your kids (and your money) work for you!
On May 3rd (This Saturday!) Our CEO, Jill Banner will be speaking on the topic of CESAs at iPlanGroup’s event “Tax Strategies & Wealth Building
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