Day: January 12, 2015

SEP IRA vs Solo 401k

If you can relate to any of the following scenarios then this blog post is for you: You are a one (or multiple) owner company with no employees. You are a husband and wife owned company with no employees. You are a 1099 contractor with no employees. Over the past few weeks I have been …

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The Annuity Nightmare

Have you ever had the thought, “Should I buy an annuity?” If so, you’ll appreciate this actual client story. A client of ours purchased an annuity from someone else many years ago.  But before I tell you this story, let me briefly explain what an annuity is and how I feel about them. WHAT IS AN …

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