Checklist for Entrepreneurs

Posted on 1-30-2024

Entrepreneurs, listen up!

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Financial Planner and Accountant, Sean Mullaney, as he explains:

The differences between IRAs

What a Solo 401(k) is and its benefits for entrepreneurs

Ideas on how create the best tax plan for a Solo 401(k)

Please Click Here to Listen to This Week’s Program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.