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)
Getting Real with John Bowens - Trump Account
A new government-backed investment account for children is generating plenty of
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
60 Seconds or Less - UBIT Explained
UBIT, or Unrelated Business Income Tax, can be an important consideration for ce
Equity Trust Company
