Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.