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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/3/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/3/25

What is a Spousal IRA, and How Can You Open One?

If you're married and your spouse doesn't have a job or earns only a modest income, consider contributing to a spousal IRA to help them save for retirement.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/4/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/4/24

SEP vs. SIMPLE IRAs: Which is Right for Your Business?

Self-employed and/or run a small business? Know you have different retirement plan options for yourself and your employees, including SEP and SIMPLE IRAs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/20/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/20/24

Backdoor Roth IRAs: Are They Right for You?

Can’t contribute to a Roth IRA because your income exceeds IRS thresholds? If so, consider a backdoor Roth IRA instead.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/4/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/4/23

Why Roth IRAs Make Sense for Millennials and Gen Z

Roth IRAs aren’t for everyone, but they just may be the perfect solution for future-conscious millennial and Gen-Z workers.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/16/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/16/23

Unlocking the Power of SIMPLE IRAs

SIMPLE IRAs are practical solutions for many small businesses, including sole proprietors and those who are self-employed. But are they right for you?

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/6/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/6/23

SEP IRAs: What are they, and how do they work?

If you’re a small business owner or self-employed, learn more about SEP IRAs and how they can help you save for retirement.