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KFA Private Wealth
  • Who We Serve
    • Equity Compensation
    • Self-Employed
    • Other High Income Earners
  • Services
    • Financial Planning
    • Tax Planning
  • Resources
    • Articles
    • Webinar
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Solo 401(k) vs. SEP IRA: Which Is Best for You?

Solo 401(k) vs. SEP IRA: Which Is Best for You?

by Tricia Lepofsky | Feb 23, 2022 | Blog, High Income Earners, Retirement Planning, Self-employed

By Tricia Lepofsky As a small business owner or self-employed individual, it can be hard to save for retirement when there are so many other aspects of your life and business to worry about. Too often, retirement planning ends up on the bottom of the to-do list. Even...
Key Steps to Take Within 5 to 10 Years of Retirement

Key Steps to Take Within 5 to 10 Years of Retirement

by Tricia Lepofsky | Aug 5, 2021 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky Creating a comfortable retirement can be the biggest financial challenge you face when establishing a comprehensive financial plan. The good news is that if you are later in your career, you may have more opportunities to put more money toward your...
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