SEP IRA vs. Solo 401(k): What’s Best for Self-Employed Retirement? скачать в хорошем качестве

SEP IRA vs. Solo 401(k): What’s Best for Self-Employed Retirement?

If you’re self-employed or earning side income, you’ve got great options for retirement savings. This video compares SEP IRAs and Solo 401(k)s so you can see which one fits your situation best. Whether you want simplicity or flexibility, understanding your choices is key. Topics Discussed: • SEP IRA basics and benefits • Solo 401(k) basics and benefits • Key differences in flexibility • Choosing based on income level ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US ON SOCIAL MEDIA: Facebook ➡️ www.facebook.com/LakeRoadAdvisors Instagram ➡️ www.instagram.com/lakeroadadvisors LinkedIn ➡️   / lake-road-advisors   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 SUBSCRIBE for more FREE tips ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ➡️ Book an intro call at lakeroadadvisors.com/bookameeting if you are ready to simplify your finances and build a path forward ➡️ Learn more about us at www.lakeroadadvisors.com ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Lake Road Advisors, a Fee-Only, independent financial planning firm with offices in Corning, NY, Ithaca, NY, and Vancouver, WA, works with clients virtually all across the country. Paul Sydlansky, the founder of Lake Road Advisors LLC, has worked in the financial services industry for 20+ years. Prior to founding Lake Road Advisors, Paul worked at Morgan Stanley in Manhattan for 13 years. While at Morgan Stanley, Paul was a senior-level manager within the Institutional Equities Department. In 2018 he was named to Investopedia’s Top 100 Financial Advisors list. Paul received a Bachelor’s degree in Economics from Marist College and holds an MBA from New York University Leonard N. Stern School of Business. Paul is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network. They can be reached by phone at the Corning, NY office at (607) 463-8400, Ithaca, NY office at (607) 438-2914, or Vancouver, WA office at (607) 292-2172 or at the firm’s website at https://www.lakeroadadvisors.com/ The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.