Author Archives: wallman

2023 Solo 401(k) Factsheets

A resource on Solo 401(k)s for self-employed.

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Solo 401(k) Fact Sheet for Realtors

A resource on Solo 401(k)s for realtors.

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Guide to the Markets for 1st Quarter of 2023

New year, new market? Stay updated on the market by reading this quarter's Guide to the Markets.

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Individual 401(K)s for the Soloprenuer

Can a soloprenuer have a 401(K)? Here are the details!

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Guide to the Markets for 2nd Quarter of 2022

Stay updated on the market by reading this quarter's Guide to the Markets.

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2022 Solo 401K Fact Sheet & Details

Fact sheets on Solo 401(K)'s updated for 2022.

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2021 Q4 Guide to the Markets

Stay updated with the market for the end of the year.

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3rd Quarter Guide to the Markets for 2021

Keep apprised of the markets as we go through the 3rd quarter of 2021.

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My First Seminar Invitation

I wanted to share one of my first seminar invitations from 1997 in honor of PRIDE Month. 

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The Individual 401(k) for the Solopreneur

How do you put money aside for retirement when you’re self-employed?

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