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Solo 401k vs SEP IRA

Solo Practitioner and Wish To Save More Pre-Tax? A Solo 401k can be a very helpful retirement account registration for you. The reason is simple… Combine Elective Deferral + Profit Sharing = Total Contribution Under 50 years old: max contribution …

Posted by: Luke Dugan
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Memorial Day Letter 2015

As Memorial Day approaches, we at Financial Perspectives want to extend our sincere wish that you and your family have a safe and happy holiday. It is a truly special time of year that offers not only the beginning of…

Posted by: Dan Dugan
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Advisory services through Financial Perspectives ("FP"), an SEC Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments ("PKS"), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. FP offers tax advice through its affiliate, Dugan & Company. FP and PKS are not affiliated. Not FDIC Insured - Not Bank Guaranteed - May Lose Value, Including Loss of Principal - Not Insured By Any State or Federal Agency © 2025 Financial Perspectives. All Rights Reserved.

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