EP 350 – Employer Retirement Plans with Rebecca Miller

Scott talks with Rebecca Miller about the different self-directed employer retirement plans offered by Quest IRA. If there is someone who has this topic down, it is she. As one of the longest tenured employees at Quest IRA who joined the company in 2009, Rebecca currently serves as the Special Accounts Director, specializing in employer plans such as the complex Solo 401(k). Rebecca shares her journey with Quest IRA and talks about what goes under the consultation processes of 401(k) and IRA. She also answers some questions about how to convert one from the other, and presents some of the coming events they’re holding for you to get that education. Love the show? Subscribe, rate, review, and share! Here’s How » Join The Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest