Solo 401(k)s vs. SEP IRAs: Sizing up your saving options while self-employedBoth retirement accounts offer high contribution limits, but which one is right for you?Updated Mar. 10, 2025 • 6 min readKyle McBrien, CFP®Senior Financial Planner
Should you fill up your 401(k) first, or your IRA?Navigating one of retirement saving’s first forks in the road.Updated Oct. 24, 2024 • 4 min readSara Kalsman, CFP®Senior Financial Planner
Why saving for your retirement isn’t a solo climbAnd why the summit is smaller than you think.Updated Sep. 24, 2024 • 4 min readSara Kalsman, CFP®Senior Financial Planner