Retirement Benefits

Comment

Comment by Leonard Knight on April 29, 2009 at 8:01pm

I recommend you talk to Lisa about being a guest expert for one of our upcoming Wed morning meetings. "Financial Planning" would be a great subject for Entrepreneurs.

Comment by STEPHEN ARNOLD on April 29, 2009 at 7:23pm

I've never met Todd, but I do know some of the principals in his office. I'm sure he has steered you well. SEP's remain a fairly simple, yet generous option for many businesses. Of course, there are always more attractive options depending on each individual business. Each business' needs are as unique as the business itself.

I am happy to provide free guidance as to what types of plans are most appropriate based on structure and need to any EOK member. Just let me know.

Comment by Leonard Knight on April 27, 2009 at 8:58pm

I setup my SEP through my broker (Merrill Lynch) back in 2000. My broker, Todd Stamper, has made some very good decisions for me over the years. I know there are cheaper alternatives but I'm a little lazy and I already had an account with Todd so it was easy.

Comment by STEPHEN ARNOLD on April 25, 2009 at 9:16pm

I hope the EOK membership will find this group beneficial.

Entrepreneurs need to plan for their retirement too, but to often don't take time to do so. What every small business owner needs to know is that they have some of the best (creative, flexible, generous) retirement planning options available in the marketplace. And, they aren't expensive or time consuming to setup or manage.