by Allan Phillips | Education, Retirement
With the passage of Secure 2.0, many people are revisiting the 529 plan and its role in their financial plans. The most common objection to 529 plans is usually around the lack of flexibility. The concern is not all funds will be needed for college, and this money...
by Allan Phillips | Retirement, Taxes
A solo 401k is a retirement plan for self-employed individuals and their spouses. This type of 401k plan is sometimes called an individual 401k or a self-employed 401k. E-Commerce businesses are usually excellent candidates for these plans, as many don’t employ...
