We believe that financial literacy is an important step of your wealth journey and it may not always be easy to find reliable resources. See below to find education and insight on financial markets, economic environments, and investing principles.
Whether you're planning for retirement or just looking to optimize your investment strategy, understanding Tax-Equivalent Yield (TEY) can help you make more informed decisions. In this article, we break down how TEY works using a real-world example, showing how taxes can impact your returns and investment strategy.
A Solo 401(k) is a powerful retirement savings tool for self-employed individuals and those with income outside traditional W-2 earnings, offering higher contribution limits and greater flexibility than other retirement plans.
IPG 401(k) Q&A segment 2 addresses the ever present worry of, "When can I retire?". See the four aspects that go into our comprehensive planning process for clients personal situations.
IPG's 401(k) Q&A first segment addresses, "Should I do Pre-Tax or Roth Contributions?". By addressing your current and future tax situations, we can make a decision in line with your long-term financial goals.
