What is a Solo 401(k)?
2022/06/02
再生時間： 10 分
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What is a Solo 401(k)?

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サマリー
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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あらすじ・解説

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.