Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Owning a business is no joke. As the boss, you're responsible for ensuring customers are happy, taxes are paid, and your competition is in the rearview mirror. As challenging as it may be to be a solo ...

Preparing for retirement means understanding how to safeguard your finances, adapt to changing needs, and prevent costly mistakes. With the right tools and guidance, older adults can make confident ...

SEATTLE--(BUSINESS WIRE)--Today, ShareBuilder 401k, a leading provider of all-ETF 401(k) plans for small- and mid-size businesses, launched a new Solo 401k Saver plan for the self-employed. According ...

Let’s be honest: the Solo 401(k) is one of the great marketing wins of the retirement plan industry. It sounds easy. It sounds empowering. It sounds like freedom—no employees, no complex ...

Here's how to decide what to do with your 401 (k) when you retire: You can start 401 (k) distributions without penalty after ...

SEATTLE--(BUSINESS WIRE)--ShareBuilder 401k, a pioneer in affordable, all-ETF retirement solutions, today announced a new initiative designed to help self-employed freelancers, consultants, and sole ...

Consider all of your options.

Learn how to convert your 401(k) to a Roth IRA, understand tax implications, MAGI effects, the five-year rule, and smart strategies to minimize your tax hit.