If you work for yourself, a Traditional or Roth IRA alone usually won't replace your income in retirement. A SEP IRA lets self-employed individuals and business owners contribute up to $72,000 in 2026, with simple setup and a funding deadline that runs to your tax filing date.
How to Avoid IRMAA: A Miami Retiree’s Medicare Guide Learning how to avoid IRMAA is one of those retirement details […]
New York Estate Tax: What the “Cliff” Means for Rochester Families The New York estate tax has a quirk that […]
What Is a Fee-Only Financial Advisor? A Rochester, NY Guide If you’ve started comparing advisors, you’ve probably run into the […]
How Much Does a Financial Advisor Cost? A Miami, FL Guide How much does a financial advisor cost? It’s the […]
Justin Stevens Named to Forbes 2026 Best-in-State Next-Gen Wealth Advisors List O’Keefe Stevens Advisory is proud to announce that President […]
Qualified Charitable Distribution: A Giving Strategy for Retirees If you’re over 70½ and you give to charity anyway, a qualified […]
Long-Term Care Planning in Rochester, NY: How to Start Long-term care planning is the piece of retirement almost nobody wants […]
How Much Money Do You Need to Retire? A Rochester, NY Guide How much money do you need to retire? […]
Net Unrealized Appreciation: A Tax Break Worth Knowing About If you spent a career at one company and your 401(k) […]
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