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).
For all episodes, subscribe via Google Play, iTunes or Podbean.
This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You should contact your financial advisor or CPA professional before making any tax or investment-related decision. Past performance does not guarantee future results. All investments may lose money.