You may have heard of a solo 401(k) - also known as an individual 401(k) or one participant 401(k) - as a retirement account option, but how does it work, and who is it for? Director of Education John Bowens provides a brief overview of this account and the qualifications. John breaks down: -What is a solo 401(k)? -Who is a solo 401(k) for? -Other considerations when opening a solo 401(k)
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception.
From launching new tools
10 Steps to Prepare Your IRA for the New Year
Year-end is a key time to get your IRA in order.
From reviewing transactions to
Equity Trust Company
