Posts by Kathryn Coleman
SEP IRA Contribution Limits for 2024
Self-employed workers and small-business owners who want an easy and inexpensive retirement plan should consider a Simplified Employee Pension IRA, or SEP IRA for short. SEP IRA plans are easier…
Read MoreCan a SEP IRA or Solo 401(k) Get Me More Retirement Money?
When you’re self-employed, you’re in charge of choosing and funding your own retirement plan. In place of an employer-provided retirement plan like a 401(k), you may consider making contributions to a SEP…
Read MoreRITA Welcomes New Membership Director Gail D’Amico
The Retirement Industry Trust Association (RITA) has hired Gail D’Amico as the new Membership Director for the organization. In her new role, Ms. D’Amico will be responsible for growing membership…
Read More3 Reasons Young Investors Choose the Roth IRA
More young people are beginning to plan for retirement than ever before, starting as early as 18-25 years of age. This allows a much longer time period to prepare and…
Read MoreTips to Maximize Your Savings Near Retirement
The years preceding and following the moment you retire can dictate not only the quality of your golden years but also the likelihood you’ll have enough to last throughout retirement.…
Read MoreRITA to Host Retirement Industry Conference, “Mapping the Future of SDIRAs,” on April 24-25, 2023 in Washington, D.C.
The Retirement Industry Trust Association (RITA) will host its spring conference for self-directed retirement professionals from April 24-25, 2023 in Washington, D.C. The theme will be “Mapping the Future of…
Read MoreTax and Retirement Consequences of Biden’s 2023 Budget Proposal
As part of the Biden administration’s fiscal year 2023 budget proposal, aka the Green Book, for the Treasury Department, Janet Yellen testified before the Senate Finance Committee and the House Ways and…
Read MoreBasic Retirement Planning Tips for Future Peace of Mind
Everyone wants to know that the money they have worked so hard for will be adequate, safe, and ready to access at retirement. By addressing the top retirement concerns, anyone…
Read MoreThe Basics of Real Estate IRA Investing
There are many different ways to invest through an IRA. While most people invest through stocks, bonds, and mutual funds, self-directed IRAs open up a world of possibilities. If you’re…
Read MoreWhy You Need a Self-Directed IRA for Your Retirement Plan
Did you know that 78% of Americans are concerned about not having enough money for retirement? We all think about our future and how it will feel to finally be…
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