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DHG Wealth Advisors Podcast Episode 03: Employer Sponsored Retirement Plans

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DHG Wealth Advisors Podcast Episode 03:  Employer Sponsored Retirement Plans

In this episode, we're joined by DHGWA financial advisor Jason Lunsford.  Jason helped created and currently leads our retirement plan services division – which means Jason is involved in the design, implementation, and advising of employer sponsored retirement plans. Together we discussed three of the most common retirement plan options: The SIMPLE IRA, the SEP IRA, and the 401(k).

Attachments

  1. EmployerSponsoredRetirementPlansTranscript.pdf 10/10/2018 11:09:05 AM