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Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More!

Nerd's Eye View

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

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Satisfying an Advisor’s Quest for Independence as an Employee

Diamond Consultants

However, more often than not, advisors discover that going independent comes with a lot of work, from the initial setup to the ongoing management of the day-to-day minutia. When he wanted to get something done for a client, management felt much more accessible within a flatter organizational structure.