Do you have a backup plan if your Target Retirement funds fall short? After all, these funds aren’t specific to you. They don’t know your goals and dreams. Are you willing to save more money, work more years, or sacrifice other goals?
The Solo 401K is the ideal Retirement Plan for those Independent Contractors looking to maximize long-term Retirement Savings potential, reduce their tax burden to the fullest extent and have flexibility – assuming these are of utmost importance.
I want to showcase some of my best posts from the last year – a TOP 10 list of sorts – a mix of the most popular posts per Google Analytics plus a few others that are newer that have been well received.
I encourage you to be cognizant of interest rates and how they impact your portfolio today in terms of 1) your emergency fund cash return, 2) your fixed income/bond/CD allocation, and 3) your ability to borrow.
The ENTIRE REASON I became an Advisor is to help clients to recognize unnecessary spending and help maximize savings for investment toward achieving their financial goals!
