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SEP IRA – TOP 5 MISTAKES

SEP IRA – TOP 5 MISTAKES

    SEP’s are one of the most popular employer sponsored retirement plans for small employers but we see business owners make a lot of mistakes with SEP IRA plans.  You have to make sure you are filing the right forms each year, employee eligibility...
Beware of the 5 Year Rule for Your Roth Assets

Beware of the 5 Year Rule for Your Roth Assets

Beware of the 5 Year Rule for Your Roth Assets Being able to save money in a Roth account, whether in a company retirement plan or an IRA, has great benefits. You invest money and when you use it during retirement you don’t pay taxes on your distributions. But...

Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.