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Tag: retirement accounts

If You’re Self-Employed and Have Zero Employees, You Should Set Up an Individual 401k Plan Before the End of the Year

Financial planners and tax advisors tend to shy away from simple blanket statements. They’re far more comfortable using highly-detailed, multi-faceted statements that, while accurate, nonetheless lose something in the telling due to, ironically enough, their completeness. It’s understandable. After all, the arena in which financial planning and taxation come together […]

Magical Dollars

Dollars are fungible. They really are — kinda. When most people hear that phrase, though, their only response is to say, “what’s fungible mean.” Lawyers learn the word in lawschool, and a few others learn it in their work. But just about no one learns it as part of their […]