Sue’s News

It’s a spooky time of year, with ghosts, goblins, and witches trying to scare, confuse, and spook you!

Unfortunately, sometimes planning and saving for retirement can also be scary and confusing, but we don’t think it needs to be.

If you have someone to help you out, and show you your options, all those ghosts fade away in a puff of smoke!

What are your options, you ask? Well, as an individual, you have two: IRA, Roth IRA.

As a business owner, you have NINE.

Whether you’re looking for flexible contributions each year, maximum deductions, alternate investments, or simplicity, we’ve got you covered.

Some are described below;

We’ll go through all of them during our Lunch and Learn  on November 15th!

Can’t make it on the 15th? Give us a call with your CPA, financial planner, or other financial advisors, so we can get you saving the way you should.

“Thinking will not overcome fear, but action will.” – W. Clement Stone

Be brave, and be well.

ADDITIONAL ROTH/AFTER-TAX OPTIONS

Two additional after-tax strategies for business owners are a Roth 401(k) and an After-Tax Contribution, which can provide you with up to $61,000 per year in Roth contributions! What’s the difference, and what are the pros and cons?

🎤 Recent Releases 👩🏼‍🎤

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