IntelliVest Wealth Management Blog

How to Set Up a SIMPLE IRA: A Step-by-Step Guide for Small Businesses
Setting up a SIMPLE IRA is an affordable way for small businesses to offer retirement benefits. This guide walks you through eligibility, plan setup, employee enrollment, and contribution requirements so you can easily launch your SIMPLE IRA plan.

What Is a Simple IRA? A Beginner's Guide to Retirement Savings
Wondering what a Simple IRA is? This guide breaks down everything you need to know about this easy-to-manage retirement plan, its benefits, and how to get started.