Employer-Sponsored Retirement Accounts & Understanding Your Options - podcast episode cover

Employer-Sponsored Retirement Accounts & Understanding Your Options

Mar 28, 202514 min
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Episode description

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

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✅ 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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