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KFA Private Wealth
  • Who We Serve
    • Equity Compensation
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You’ve Inherited Money, Now What Should You Do?

You’ve Inherited Money, Now What Should You Do?

by Tricia Lepofsky | Aug 31, 2022 | Blog, High Income Earners, Retirement Planning, Tax Strategies

By Tricia Lepofsky Receiving an inheritance can be a bittersweet experience. You may have lots of emotions, such as surprise, overwhelm, hope for the future, and sadness. On one hand, the gifted money or assets could bring about positive change to your financial...
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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