The SEP IRA is like the third child in the family. It tends to get overlooked and never really considered by the self employed investors. There are huge advantages to retirement investing with a SEP IRA and today I'll cover a few of them.
We are a wealth management firm that specializes in improving on the traditional buy and hold approach. To use a simple analogy, we do this by treating ones retirement investments as if they were real estate.
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Investment related questions 📧 Dustin@JazzWealth.com
Business Affairs 📧Carolyn@JazzWealth.com
Could you do a video on the Mega Backdoor Roth IRA? Unfortunately my employer doesn't offer this option on their 403(b) program :'-( However, I have heard rumors that if you have a Solo 401(k) you can create the Mega Backdoor option inside of it.
Very interesting! I'm a 25% partner (2 couples, each person 25%) in an S-Corp, and an employee of (our) corporation. I'm new to investing, and when we talk, I'll be asking you if the SEP IRA is an option.
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