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In this episode, I break down employer-sponsored retirement plans and the different options available. From 401(k)s and Roth accounts to SEP IRAs and the mega backdoor Roth strategy, learn how to maximize your retirement savings.
- Overview of retirement account options (401(k), Roth, SEP IRA, etc.)
- The significance of employer matches
- Catch-up contributions for those aged 50 and above
- Investment strategies for long-term growth
- Understanding fees and choosing the right funds
---------
✅ Financial planning for 30-50 year old entrepreneurs: allstreetwealth.com
✅ My personal blog & newsletter: thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
4.7
6464 ratings
In this episode, I break down employer-sponsored retirement plans and the different options available. From 401(k)s and Roth accounts to SEP IRAs and the mega backdoor Roth strategy, learn how to maximize your retirement savings.
- Overview of retirement account options (401(k), Roth, SEP IRA, etc.)
- The significance of employer matches
- Catch-up contributions for those aged 50 and above
- Investment strategies for long-term growth
- Understanding fees and choosing the right funds
---------
✅ Financial planning for 30-50 year old entrepreneurs: allstreetwealth.com
✅ My personal blog & newsletter: thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
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