Let’s explore some of the differences between Solo 401k and SEP IRA plans so you can decide which is right for your business. Plus, I’m going to show you some little-known facts that the IRS doesn’t tell you about the Solo 401k plan. In this episode, you will discover… What is a better option –…
Solo 401k vs SEP IRA. When should you use them?
The New 2023 Retirement Plan Contribution Limits
The start of a new year can be a great time to focus on your financial concerns by learning about the new retirement plan contribution limits for 2023. In this episode, Dave talks about… 401K Contribution for 2023 Should you do the backdoor Roth IRA or the front door Roth IRA? Cons on married filing…
The BEST Time to Do Roth Conversions
There are many factors to consider when determining the best time to do Roth conversions. Whether you’re considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about……