Optimum Synergy Podcast

Retirement Investing for the small business owner with Charles Schwab

Informações:

Sinopsis

I sit down with Justin Wees VP Financial Advisor from Charles Schwab Mission Valley in San Diego. Justin sheds light on the different ways a small business owner can get on the right track for retirement. Learn the difference in 401k, SEP IRA, Individual IRA and ROTH. We also discuss different approaches and how Schwab can help get you set up.