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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 helpfulĀ retirement account registrationĀ for you. The reason is simple… Combine Elective Deferral + Profit Sharing = Total Contribution Under 50 years old: max contributionĀ …

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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