Integrity Wealth Associates, LLC

Many people believe that simply “having a 401(k)” means they have a retirement plan.

But there’s a big difference between having a retirement account… and having an actual retirement strategy.

A 401(k) is a tool. A retirement plan is the roadmap.

Real retirement strategy goes beyond just contributing to an account. It can include:

• Long-term projections
• Managing risk and market volatility
• Retirement income planning
• Tax-efficient strategies
• Protection planning
• Life and legacy planning
• Preparing for healthcare costs
• Creating confidence for the future

The question isn’t just: “Do I have a retirement account?”

It’s: “Do I know what my retirement will actually look like?”

Having savings is important. Having a strategy behind those savings is what makes all the difference.

TAX DAY. Don’t forget your last minute IRA contributions.

$7000 if below age 50
$8000 if above age 50

Happy Easter from all of us at Integrity Wealth Associates.

Wishing you a day of peace, reflection, and time spent with the people who matter most.

Self-employed?

You’ve probably heard to open a SEP IRA — simple setup, flexible timing, and fundable at tax time.

All true.

But for many self-employed professionals, a Solo 401(k) is often the better choice.

2026 limits (under age 50):
Solo 401(k): Up to $72,000 total
SEP IRA: Up to $72,000 total

The Solo 401(k) lets you contribute as both employee (up to $24,500) and employer (up to 25% of compensation).

This gives greater flexibility, faster savings potential at many income levels, and Roth options a SEP doesn’t offer.

Grateful. Energized. Inspired.

Over the past year, our firm has experienced meaningful growth—and we don’t take a single part of it for granted.
From establishing a new DBA and completing office renovations, to welcoming new clients and achieving our largest growth year-- it’s been a year of momentum and progress. Along the way, we’ve also earned additional licenses so we can continue to better serve the evolving needs of those who trust us.
None of this happens without our clients. Your confidence in us, your referrals, and your continued support are the foundation of everything we do. We’re deeply thankful for the opportunity to serve, grow and take this journey alongside you.
Here’s to building on this momentum and continuing to do what is right for the people we serve!