Michael Wallman

Financial Planner with 25+ years of experience

View articles by Michael Wallman

The Solo 401k and the GIG Economy

The Solo 401k and the GIG Economy

September 13, 2023

1 like1 comment

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

How do you put money aside for retirement…

August 31, 2023

2 likes2 comments

2023 Solo 401(k) Guide: Navigating Retirement Planning

2023 Solo 401(k) Guide: Navigating…

August 29, 2023

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"Unlocking Financial Freedom: Exploring Solo 401(k) Limits and Benefits"

"Unlocking Financial Freedom: Exploring Solo…

August 17, 2023

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LGBTQ+ Marriage and Personal Finance

LGBTQ+ Marriage and Personal Finance

March 21, 2023

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Solving the Retirement Predicament of America’s Solo Enterprises, Freelancers and Gig Workers

Solving the Retirement Predicament of…

February 10, 2023

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The Secure Act 2.0

The Secure Act 2.0

January 11, 2023

Putting Aside Money When You’re Self-Employed

Putting Aside Money When You’re Self-Employed

September 29, 2022

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Starting a Solo 401(k) plan in 2022 has even more benefits than it did in 2021.

Starting a Solo 401(k) plan in 2022 has even…

September 22, 2022

Markets in a Minute: What’s Next for the Housing Market?

Markets in a Minute: What’s Next for the…

June 21, 2022

Starting a Solo 401(k) plan in 2022 has even more benefits than it did in 2021.

Starting a Solo 401(k) plan in 2022 has even…

June 7, 2022

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

June 2, 2022

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The Solo 401(k)

The Solo 401(k)

November 18, 2021

2 likes1 comment

For those self-employed individuals looking to save on taxes for the 2021 tax year, a Solo 401k may be just what the doctor ordered.

For those self-employed individuals looking…

October 22, 2021

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The Roth Solo 401(k)

The Roth Solo 401(k)

October 13, 2021

1 like1 comment

The Roth Solo 401(k)
A retirement savings vehicle
designed for the smallest businesses.

The Roth Solo 401(k)…

September 15, 2021

1 like1 comment

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

How do you put money aside for retirement…

August 25, 2021

1 like

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

How do you put money aside for retirement…

August 11, 2021

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

How do you put money aside for retirement…

July 15, 2021

1 like

Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+…

June 4, 2021

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