Guideline, a California-based fintech specializing in retirement plans for small businesses and self-employed individuals, has introduced a professionally managed SEP Individual Retirement Account.
Guideline’s Simplified Employee Pension IRA uses low-cost mutual funds and rebalances automatically. There are no transaction fees and participants can choose from several professionally managed investment portfolios. The product rounds out Guideline’s 401(k) and personal IRA offerings.
According to the firm’s website, its SEP-IRA has a monthly base fee of $8 monthly base plus an annual account fee of 0.08%.
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A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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