))
Add Massive Value with Roth Solo 401(k)
Arkiverad serie ("Inaktivt flöde" status)
When?
This feed was archived on November 16, 2023 10:12 (
Why? Inaktivt flöde status. Våra servar kunde inte hämta ett giltigt podcast-flöde under en längre period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 341273718 series 3392096
Innehåll tillhandahållet av Greg Shepard. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Greg Shepard eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode of CPA Accelerator, Greg Shepard shares with you a great way to add massive value to your client.
This episode will probably resonate more with your small business owner clients. Does your client make too much money to contribute to a Roth IRA? Are they the only employee of their company (maybe spouse on payroll)?
If so, you must listen to this episode and familiarize yourself with the Roth Solo 401(k).
Listen as Greg shares with you the benefits of this type of account and why your small business owner client should thank you 10x over once he / she finds out they CAN contribute to that Roth account.
Greg talks you through a real-life scenario for one of his clients and how she benefited from the Roth Solo 401(k).
Greg believes in this type of account so much that he, himself, is in the process of changing from a SEP to a Solo 401(k).
As a CPA Planner, this 20min episode will help educate you on having those more meaningful conversations.....rather than saying, "that's not really my area."
Remember, the more proactive, holistic solutions you bring to your clients....the more they tend to refer you!
3 episoder
Dela
