We're sharing how coordinated planning helped one of our O'Keefe Stevens Advisory clients put a roughly $600,000 payout to work and catch a tax reporting error worth about $50,000.
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.
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