Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.