If you're self-employed or own a small business, choosing the right retirement plan is key to securing your financial future. Options like SEP IRA, Solo 401(k), SIMPLE IRA, and Traditional or Roth IRAs each have unique benefits, contribution limits, and tax advantages. Whether you want to maximize savings, hire employees, or prefer Roth options, understanding these plans helps you make informed decisions and build long-term wealth.

Most millionaires didn’t get there by chasing crypto or timing the market—they followed a consistent, boring plan. Learn how automation, dollar-cost averaging, and long-term investing can quietly build real wealth, no matter when you start.

Worried about retirement risks? There’s one hidden danger that could derail your nest egg—Sequence of Return Risk. Discover how the timing of market ups and downs affects your withdrawals, and learn how to protect your future using the proven Bucket Strategy. This guide breaks down real-world examples, including the 2008 crash, and offers practical solutions for securing a sustainable retirement—no matter what the market does.

Explore key tax changes for retirees in 2025, including Social Security, RMDs, and state-level reforms to maximize your savings.

Rethink retirement withdrawals! Explore the 4% rule, tax strategies, and the bucket approach for lasting, stress-free savings.

And like that, 2024 is over… Here’s a breakdown of some key tips and updates to ensure you’re ready to tackle the new year with confidence.

One critical requirement that many business owners may have overlooked in 2024 is filing the Beneficial Ownership Information (BOI) report.