SDBA – Actively Manage Your Retirement Plan

SDBA – Actively Manage Your Retirement Plan

Have you ever seen the acronym SDBA in your retirement plan? It stands for “self-directed brokerage account,” which, if utilized, opens your retirement account up to a more extensive range of investment options. If you have a 401k, 403b, or a 457 plan, you may want to...
HSA – Health Savings Account

HSA – Health Savings Account

Many people have high-deductible health insurance plans and are missing out on an opportunity to save for healthcare costs, defer taxes, and lower their tax liability. A Health Savings Account, or HSA, is an investment account designed for high-deductible health...
SEP-IRA: Simple Employee Pension Plan

SEP-IRA: Simple Employee Pension Plan

Saving for retirement as a business owner can be complicated and expensive, but it doesn’t always have to be. If you are a business owner, there are a few different retirement accounts available that can be simple to establish–especially for those who do not...
Roth IRA

Roth IRA

A Roth IRA allows owners to establish tax-free savings for retirement with access to their contributions earlier should they need it. The terms used when describing Roth IRAs are very specific. It is essential to understand which dollars are tax-free and which dollars...
Saving for College

Saving for College

529 Tuition Savings Plans Putting money aside for a child’s future college expenses is one of the most rewarding investments a person can make. When talking with clients about saving for college, one of the more common accounts discussed is state-sponsored 529 tuition...