Different solo 401k providers serve different roles for the plan. Be sure to understand the scope of services when you choose a provider.
Latest Blog Posts
Term4Sale.com No Longer Features Local Agents
High-volume Internet agents took over Term4Sale.com agent listings. See how you can still find a local agent if you prefer someone local.
Acorns App And The Latte Factor
Spending small extra amount of money on small luxuries repeated every day is a great reward for doing big things right.
Schwab Intelligent Portfolios: Game Over For Betterment and Wealthfront?
Charles Schwab will offer an online investment management service to compete with Betterment and Wealthfront. Does it mean it’s game over for the startups?
Vanguard Personal Advisor Services: Talk to A Human Advisor
Vanguard’s advice service offers access to a human advisor, which Betterment and Wealthfront don’t provide.
FidSafe: Online Safe Deposit Box From Fidelity
Fidelity’s new service FidSafe offers secure online storage for your financial and legal documents.
Auto-Deposit Dividends To Bank Account: Fidelity, Merrill Edge
If you’re not reinvesting dividends, you can have them paid out automatically to your bank account. See how to set it up in Fidelity and Merrill Edge.
The Right And Wrong Types of Questions For Customer Service
Do you know what types of questions you should ask customer service and what types of questions you shouldn’t?
How To Cut Down Tax Refund Identity Theft Fraud
Cut down tax refund identity fraud by aligning information and motivation and unleashing the power of competition.
Tax Software Bake-Off: Self-Employed Health Insurance and ACA Premium Tax Credit
See how TurboTax, H&R Block, and TaxACT software handle the complex calculations for self-employed health insurance deduction and the premium tax credit under the Affordable Care Act.