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(817) 841-8150 | Carrollton, TX

SECURE 2.0 RELAXS RETROACTIVE SOLO 401(K) RULES

by | Dec 18, 2023 | Uncategorized

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Thinking of opening up a new solo 401(k) plan for 2023? Thanks to SECURE 2.0, you don’t have to rush to get it done by year end. A solo 401(k) is an excellent retirement savings vehicle for self-employed...

Weekly Market Commentary

by | Dec 17, 2023 | Uncategorized

Weekly Market Commentary – 12/15/2023 -Darren Leavitt, CFA The Bull market continued its rally streak to seven consecutive weeks, something not seen since 2017.  Wall Street threw a “pivot party” as the US Federal Reserve’s Open Market Committee meeting ended...

Want to retire early? Make these 5 moves in 2024

by | Dec 14, 2023 | Weekly Newsletter

As 2023 comes to a close, many Americans are turning their attention to 2024 and contemplating resolutions for the new year. Many focus on financial resolutions. as people seek to earn more or create breathing room in their budget. For some, making a commitment...