Solo 401(k)

The Real Estate Agent’s Guide to Retirement Accounts: SEP IRA or Solo 401(k)?

April 15, 2022 By Jordan Curnutt, CFP®

Top-producing real estate agents typically do not have the luxury of having a built-in company 401(k) plan like their peers in the corporate world. As small business owners, real estate agents must save at an…
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5 Money-Savvy Tax Planning Moves for Real Estate Agents in 2022

February 1, 2022 By Jordan Curnutt, CFP®

Are you crushing it in your real estate business? If you hit an all-time-best GCI in 2021, these tax planning action items are for you as we enter 2022. 1. Backdoor Roth IRA Strategy What…
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Solo 401(k)

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