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サマリー
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あらすじ・解説
In this episode, your host Greg Shepard, dives into Simple IRA's. What are they and who should use them?
Listen as Greg shares with you what size of small business owner should be using the Simple IRA and what are possibly better retirement plan options.
We'll dive into a real life scenario that came across Greg's desk a couple weeks prior to taping this episode. Learn why using a competent financial advisor improves employee relationships when using a Simple IRA.
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.
greg@shepardfinancial.com