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Financial Planning Strategy Deadlines You Need To Know

Financial Planning Strategy Deadlines You Need To Know

by AllGen Financial | Nov 14, 2023 | Featured Posts, Financial Planning

Missing a financial deadline can have negative consequences on your finances that go beyond just paying penalties. For example, if you don’t set up a solo 401(k) by the tax filing deadline, then you could miss out on an entire year of retirement savings and the...
Components of Financial Freedom: Income Sources

Components of Financial Freedom: Income Sources

by AllGen Financial | Mar 28, 2023 | AllGen Academy, Components of Financial Freedom, Formation, Freedom, Maximizing Your Investments, Retirement Investing

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy income sources video below. The four components of Financial Freedom we’ve covered so far—lifestyle, inflation, taxes, and longevity—have the...
Tax Planning Can Offer Greater Rewards Than a Tax Refund

Tax Planning Can Offer Greater Rewards Than a Tax Refund

by AllGen Financial | Mar 9, 2023 | Tax Planning

Many look forward to getting a tax refund every year. It can feel great to have a sudden influx of cash from the government that you can use to pay off some debt, save toward a goal, invest, or even just buy something fun for yourself. However, if you’re getting a...
Set Up a Solo 401(k) Before the End of the Year

Set Up a Solo 401(k) Before the End of the Year

by AllGen Financial | Dec 6, 2022 | Allgen, Featured Posts, Retirement Investing

Saving for retirement is a must for anyone who is of working age. It’s important to have the right type of retirement account, however, as different types of accounts are available to meet different needs. If you’re a business owner who has no employees, then the solo...
Roth 401k vs. Traditional 401k

Roth 401k vs. Traditional 401k

by Jmartin | Nov 2, 2016 | Allgen's Money Minute, Retirement Investing, YouTube Videos

What’s the difference between a Roth 401k and a Traditional 401k? Jason and Paul expand on the differences of each and which one might make more sense to you. Take a listen, and subscribe to our YouTube channel to receive more Allgen #MoneyMinute goodness from...

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