Highlights Need to transfer money out of OneAmerica but unsure where to start? Maybe you’re switching banks, paying off a big purchase, consolidating accounts, or rolling over funds into an IRA or investment account. Whatever the reason, transferring your money…
Highlights When planning your real estate IRA or life insurance, choosing the right beneficiary is one of the most important decisions. It make sure that your assets are passed on according to your wishes. However, there are specific individuals you…
Highlights As a business owner, saving for retirement is crucial. One powerful strategy you might want to explore is the Mega Backdoor Roth as a business owner. It allows you to contribute significantly more to a Roth account, which grows…
Source: Highlights Are you preparing for tax season, and your accountant asks for your K-1s? If you haven’t kept track of these forms, it can feel overwhelming, especially if you’re involved in multiple partnerships or LLCs. Not knowing how to…
Highlights Are you wondering how much of your income should go into your 401k plan and how it’s calculated? Perhaps you’ve already started saving for retirement and are trying to understand the factors influencing your contributions. Understanding how your 401k…
Highlights Saving for retirement can be a long-term goal, but sometimes life throws unexpected situations your way. If you’re a business owner or employee participating in a SIMPLE IRA (Savings Incentive Match Plan for Employees), you might wonder: Can I terminate a…
Highlights Investing in real estate is better for many people, but a common question arises: can I buy real estate using retirement funds? The answer is yes, but it involves specific types of retirement accounts and following strict rules to avoid penalties. …
Highlights Around 60% of U.S. households own securities, usually through taxable accounts, IRAs, or employer-sponsored retirement plans. However, this falls to just over 30% when considering only taxable investments. When it comes to investing, one of the most important decisions you’ll make…
Highlights Managing your retirement savings is one of the most important aspects of financial planning, especially if you’re self-employed or a small business owner. For many, a solo 401k offers a great way to save for the future while enjoying…
Highlights Curious about the job opportunities in the precious metals industry? Whether you’re into gold, silver, platinum, or other valuable metals, there are plenty of jobs to explore across the U.S. This industry spans a wide range of roles, from…
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