Mark Bilodeau, CFP®

(978) 323-7845

 

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Self-Employed Retirement Plans

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?