A tax diversification strategy may help investors cover their bases
In an uncertain policy environment, it may make sense for investors to also consider tax diversification when planning for retirement income.
Tag: tax deferred
Five benefits of a SEP IRA to share with small business owners
While clients who own businesses may be focused on day-to-day business activity, they may not be planning for retirement. In fact, the Small Business Administration reported in 2012 that more than 9 million self-employed individuals lacked retirement plan coverage, and that only 19.5% of workers in firms with less than 100 employees participated in a