There’s still time to set up a SEP and reduce your 2025 taxes
February 9, 2026
A SEP retirement plan is easy to establish and a powerful retroactive tax planning tool for business owners and the self-employed.
Updated 2026 limits for employer-sponsored qualified retirement plans
January 5, 2026
Employers: If your organization sponsors a qualified retirement plan, be sure to read up on next year’s inflation-adjusted limits and other amounts. Need some examples? We’ve got you covered.
Employers: Watch out for 401(k) plan fraud
November 26, 2025
Sponsoring a 401(k) plan demonstrates an employer’s commitment to employees’ long-term financial wellness. But it also may draw the attention of fraudsters and cybercriminals. Let’s talk best practices in protecting plan participants’ assets and data.
The power of catch-up retirement account contributions after 50
September 18, 2025
Over age 50? Catch-up retirement contributions could make a huge difference in your future wealth. Here’s how.
Understanding spousal IRAs: A smart retirement strategy for couples
July 15, 2025
If you’re married and don’t work outside the home, can you contribute to a retirement plan? You may be eligible for a spousal IRA. Here are the rules for 2025.
Employers can lighten their administrative burden with a SEP plan
July 10, 2025
Employers: If you’re exploring the concept of sponsoring a qualified retirement plan, don’t assume a 401(k) is your only choice. A SEP plan may be a simpler, more suitable option.
