MTI051 Small Business Retirement Accounts
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 21 August 2015
⏱️ 39 minutes
🧾️ Download transcript
Summary
In this episode we talk with Roger Wohlner from the Chicago Financial Planner about types of small business retirement accounts and what you should consider when looking at setting one up. The discuss: The SIMPLE, SEP, Solo 401K Traditional Pension
The post MTI051 Small Business Retirement Accounts appeared first on Money Tree Investing Podcast.
Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.6 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:27.6 | Thanks for tuning in to the Money Tree podcast, your source for investing and money matters. |
| 0:28.4 | I'm your host, Andrew Trevillian from takeasmartstep.com. |
| 0:32.1 | This week, we're going to be discussing retirement account options for small business owners. But before we jump into that |
| 0:39.7 | discussion, a word from our sponsor. They offer a very unusual 15-second quiz that can automatically |
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| 0:56.7 | I took the quiz myself and I got to say it was quick, easy, and informative. It took just 15 |
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| 1:35.6 | So today our guest is Roger Wulner. He's an experienced financial advisor in Arlington Heights, Illinois. His expertise includes providing financial planning |
| 1:47.1 | and investment advice to individual clients, 401K plan sponsors, foundations, and endowments. |
| 1:55.0 | Roger contributes to his own popular finance blog, the Chicago Financial Planner, where he writes |
| 2:00.5 | about issues concerning financial |
| 2:02.1 | planning, investments, and retirement plans. His work has been featured on U.S. News and World |
| 2:08.1 | Report, Yahoo Finance, Equifax Finance, Finance, Finance, Finance, and other publication. |
| 2:15.0 | Thanks for joining us today, Roger. Thanks for having me, Andrea. |
| 2:18.9 | Fantastic. All right. So let's get into this topic of small business retirement. |
| 2:24.2 | So, Roger, about how many different types of small business retirement plans are there? |
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