Highlights of Changes for Contribution Limits for 2023

Highlights of Changes for Contribution Limits for 2023

by | | Uncategorized

Highlights of Changes for Contribution Limits for 2023 by Peter Rizzo Remember that if you are contemplating a Solo 401(k) the plan mut be set up by December 31st for a 2022 contribution.  The below should help you for your planning of 2023. The contribution limit for...
Why the Solo 401(k) is the Best Solution

Why the Solo 401(k) is the Best Solution

by | | Uncategorized

Why the Solo 401(k) is the Best Solution by Peter Rizzo This is the time of year where business owners or 1099 contractors should decide the best plan to put money away for retirement.  Even though a SEP IRA is the most used plan in the financial industry, we believe...
Making the Best Out of a Disaster

Making the Best Out of a Disaster

by | | Uncategorized

Making the Best Out of a Disaster by Peter Rizzo We have many clients that were affected by Hurricane Ian. Our hearts go out to them, for some of America’s most beautiful areas were left destroyed or in need of major repair. For those of you that have investments that...
Cryptocurrency Investors Please Take Note!

Cryptocurrency Investors Please Take Note!

by | | Uncategorized

Cryptocurrency Investors Please Take Note! by Peter Rizzo This is a very quick note to all new and experienced investors that have cryptocurrency or different Blockchain investments in their portfolios. What the rules are today, and there are very few, might not be...