Tag Archives: Saving

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Solo 401k Planning with Rachel Nabers (Ep. 20)



Do you have a side business, or are you an entrepreneur looking for a way to save independently for retirement? 

Are you aware of the inner workings of a solo 401k and how it differs from a regular 401k? 

We have the answers you need!

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, are joined by Rachel Nabers, one of the world’s experts in solo 401k’s, to discuss what exactly they are and how you can use them.

Rachel discusses: 

  • How COVID-19 has affected the onset of one’s career
  • Insights on what the future of online business models looks like
  • Contribution limits for a solo 401k
  • Mega backdoor Roth contributions: what they are and how they work
  • And more

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About Our Guest:

Rachel Nabers is one of the leading experts on solo 401k plans. She has a passion for helping entrepreneurs, solopreneurs, and small business owners, who she views as the backbone of the US economy. Rachel works side by side with her husband, Jeff Nabers, CEO and founder of solo 401k.com.

 


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Where to Start Planning Your Retirement (Ep.12)



When planning for your retirement we like to ask the important questions, check your portfolio and gather all the information necessary prior to offering you a plan. When it comes to retirement, a one size fits all mindset can cause you to miss out on unique opportunities specific to your situation. 

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, discuss a number of investment strategies such as contributing to a Roth IRA or a 401K and which one will work best for you based on your unique situation. Join us as you start your ideal retirement planning to live out your golden years the way you desire. 

Jeff and Benjamin discuss: 

  • How a Roth IRA might be the best account type for you
  • How to determine your retirement planning steps based on your age 
  • The tax advantages you can gain depending on the type of account
  • How you can determine the right amount and way to save for retirement
  • And more

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