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サマリー
あらすじ・解説
In this episode, your host Greg Shepard, sheds some light on the SEP IRA. What are they and who should use them?
Listen as Greg shares with you what size of small business owner should be using the SEP IRA and what are possibly better retirement plan options....depending on the size of your business.
Greg will dive into his personal situation (utilizing a SEP) that should help other small business owners out there.
Also, listen as to why it's vitally important to have a CPA planner (not a preparer) in your corner as a small business owner.
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.
Resources:
Podcast What is a Simple IRA Plan?
www.safianncialservices.com
greg@shepardfinancial.com