Tag Archives: Solo 401(k)

10 hot income tax strategies that can save money on your return

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Use this list to determine where you are paying the IRS more than you should and to protect your personal and business finances, trainer Bernice Ross writes. Continue reading →

Stop asking AI for tax advice (and start using it for this instead) 

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Artificial intelligence can revolutionize how you track expenses and forecast tax bills, but the strategic decisions that build wealth — S-corp elections, retirement choices — still need human expertise. Continue reading →

Proactive tax planning: How to maximize your returns this fall

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For real estate professionals, tax planning isn’t just about filing at year-end; it’s about maintaining accurate records throughout the year. Tax expert Maeda Palius shares her best tax tips and hacks for tax preparation. Continue reading →

Beyond the 401(k): 2025 retirement moves for agents

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While most Americans default to employer-sponsored 401(k) plans, self-employed real estate professionals need more adaptable solutions, Certified Financial Planner Amanda Neely writes. Continue reading →

7 tax-advantaged accounts every real estate agent needs to consider

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You have myriad options to be saving for your future financial success. Certified Financial Planner Jordan Curnutt tells you how to maximize the potential of your investments. Continue reading →