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SEP IRA vs. Solo 401(k): What Self-Employed Business Owners Need to Know
Two of the most powerful retirement accounts available to self-employed individuals, but they work very differently. Here's how to think about which one…
Feb 18
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Levi Pettit, CFA, CFP®
January 2026
529s: The “College Account” That’s Actually a Bigger Financial Planning Tool
Most people think 529s are just a way to save for college. In reality, they can be a tax-efficient education fund, a stealth estate planning lever, and…
Jan 20
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Levi Pettit, CFA, CFP®
December 2025
The Backdoor Roth IRA: A Big Opportunity Most Miss
If you're a high earner, you've probably heard "Sorry, you make too much to contribute to a Roth IRA." The conversation usually ends there, but that's…
Dec 8, 2025
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Levi Pettit, CFA, CFP®
November 2025
Should You Sell or Rent Out Your Home? Consider Section 121 First
The question isn’t just about cash flow or market timing. It’s about how the IRS treats your home’s appreciation and how to keep the most in your…
Nov 24, 2025
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Levi Pettit, CFA, CFP®
HSA - The Financial Planning Swiss Army Knife
HSAs are one of the most underappreciated accounts out there - yet many people don't fully understand how powerful they can be.
Nov 11, 2025
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Levi Pettit, CFA, CFP®
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