You’re an entrepreneur and you’re not looking back. You’ve found some success and now you want to start thinking about funding a retirement plan for yourself, and perhaps for employees of your company as well. Chosing the right type of plan, understanding how to manage the plan and knowing how to invest the assets in the plan can be overwhelming. But it doesn’t have to be.
As always, if you would like more information on this topic please contact me.
Disclaimer: This article is provided for general information and illustrations purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult with a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Tricia Rosen, and all rights are reserved. Read the full disclaimer.