Tag Archives: #CallCarolFirst!

Series. Part 3 of 3. Self-employed Plans: SEP IRA and SIMPLE. From The Offices Of Carol McAtee & Associates, CPAS, St Petersburg, Florida

Posted on October 17, 2018 by Carol

We have talked about retirement vehicles: Traditional & Roth IRAs.  Last week we talked about a garage they can be parked in:  Employer-provided retirement plans.  In this last part of three we talk about another garage: Self-employed plans. In self-employed … Continue reading →

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Series. Part 2 of 3. Employer-provided Plans: 401Ks, 403Bs, and 457Bs.

Posted on October 10, 2018 by Carol

In this second part of three, we are talking about various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress towards #MaxItOut. Last week we talked about the vehicles: Traditional … Continue reading → Continue reading →

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