• What is a Solo 401(k)?

  • Jun 2 2022
  • Duración: 10 m
  • Podcast

What is a Solo 401(k)?

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  • Resumen

  • In this episode, your host Greg Shepard, shares with you one important feature of the Solo 401(k) that you need to know about as a small business owner - mainly for those sole proprietors out there.

    Most small business owners have heard of a 401(k), but have you heard of a Solo 401(k)?

    Listen as Greg shares with you why you need to consider this retirement plan, especially if you're a sole proprietor - maybe with spouse on payroll.

    Lastly, learn why Greg transitioned from a SEP IRA to a Solo 401(k) for his small business.

    Greg is a financial advisor at S&A Financial Services, Inc. and specializes in working with small business owners and their CPA's in providing proactive / wholistic financial solutions.

    Other Resources:

    Podcast Episode: What is a Simple IRA Plan?

    Podcast Episode: Who Can Contribute to SEP IRA?

    Blog What is a Solo 401(k)?

    Small Business Financial Podcast

    www.safianncialservices.com

    greg@shepardfinancial.com
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