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Content provided by Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd, Matt Franklin - entrepreneur, Video producer, and Retirement nerd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd, Matt Franklin - entrepreneur, Video producer, and Retirement nerd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Listener Retirement Planning Question: To SEP Or Not To SEP. Your Financial Advisor Might Not Be Your Friend...

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Manage episode 317655043 series 2863631
Content provided by Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd, Matt Franklin - entrepreneur, Video producer, and Retirement nerd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd, Matt Franklin - entrepreneur, Video producer, and Retirement nerd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Today I got an email from a guy with the initials A.J.

Here's the exact text:

Quick question. I am self-employed and started my own business after being in a partnership for six years. Seven months of 2021 I got to 302,000 so I decided that it is time to talk to Financial Advisor. I want to contribute to a sep IRA but he is saying that instead he recommends a individual joint account with my wife which would also be invested the same SSS in American funds active core. Both will get the same amount of return the difference is tax deferred versus not and one I can pull money out at any time versus the other not to 59 1/2 what are your recommendations do you think the sep is still the right way to go? Main goal is retirement

Man, I wish my business would've pulled in $300K in seven months.

Remember, go to www.rogueretirementlounge.com/crypto to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate!

If you have a question you’d like me to answer on the podcast, email me at [email protected]

Check out more episodes at my retirement planning podcast website: https://www.rogueretirementlounge.com/

Follow me on twitter! https://twitter.com/LoungeRogue

Follow me on Instagram! https://www.instagram.com/lairdgrainger/

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 317655043 series 2863631
Content provided by Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd, Matt Franklin - entrepreneur, Video producer, and Retirement nerd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd, Matt Franklin - entrepreneur, Video producer, and Retirement nerd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Today I got an email from a guy with the initials A.J.

Here's the exact text:

Quick question. I am self-employed and started my own business after being in a partnership for six years. Seven months of 2021 I got to 302,000 so I decided that it is time to talk to Financial Advisor. I want to contribute to a sep IRA but he is saying that instead he recommends a individual joint account with my wife which would also be invested the same SSS in American funds active core. Both will get the same amount of return the difference is tax deferred versus not and one I can pull money out at any time versus the other not to 59 1/2 what are your recommendations do you think the sep is still the right way to go? Main goal is retirement

Man, I wish my business would've pulled in $300K in seven months.

Remember, go to www.rogueretirementlounge.com/crypto to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate!

If you have a question you’d like me to answer on the podcast, email me at [email protected]

Check out more episodes at my retirement planning podcast website: https://www.rogueretirementlounge.com/

Follow me on twitter! https://twitter.com/LoungeRogue

Follow me on Instagram! https://www.instagram.com/lairdgrainger/

  continue reading

109 episodes

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