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Mastering SEP IRA Rules for Self-Employed Individuals

SEP IRA Rules for Self-Employed Individuals

Understanding the Basics of SEP IRA Rules for Self-Employed Individuals SEP IRA, or Simplified Employee Pension Individual Retirement Arrangement, is a retirement plan tailored for self-employed individuals or small business owners. SEP IRA Rules for Self-Employed Individuals provide a straightforward, tax-advantaged way to save for retirement, with unique advantages and rules compared to other retirement […]

Cash Balance Plan Withdrawals: Maximizing Your Retirement Benefits

Cash Balance Plan Withdrawals

Understanding Cash Balance Plans A Cash Balance Plan is a type of defined benefit plan that offers the benefits of traditional pensions while incorporating features of a 401(k). The plan defines the benefit in terms of a stated account balance rather than a monthly income stream. This hybrid approach allows for a more predictable and […]