EP 470 – Self-Directed Employer Plans with Rebecca Miller

Anyone who is dealing with self-directed employer plans needs the help of an IRA specialist to make transactions smoother and faster. Certified IRA Specialist Rebecca Miller from Quest Trust Company explains the different self-directed plans available to employers. Noting the importance of having someone do the custodial work and bookkeeping of your 401(k), she shares about her company’s role in helping you set up your 401(k) plan. Rebecca also discusses the pros and cons of SEP and simple IRAs and how to set these up along with the qualified retirement plan and solo 401(k) versus SEP. Gain additional knowledge about these concepts with Rebecca’s discussion on how to make processing them so much easier.   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