Ep 36 - Small Business Retirement Plans

05/09/2025 21 min Temporada 1 Episodio 36

Listen "Ep 36 - Small Business Retirement Plans"

Episode Synopsis

Heather Townsend and Retirement Matters discuss various retirement plans available for business owners, including Solo 401k, SEP IRA, and defined benefit plans. They explore the advantages and disadvantages of each plan, emphasizing the importance of understanding tax implications and the role of financial advisors. The conversation also highlights real-life applications and personal experiences with retirement planning, aiming to provide listeners with practical insights and strategies for effective financial planning.