Podcast: 3 Considerations for Business Owners Wanting to Change 401k Providers

Podcast: 3 Considerations for Business Owners Wanting to Change 401k Providers

In this episode, I talk about three things to consider when switching your 401k to a different provider as a business owner — expenses, employee support, and liability for the business owner.

Contact Us.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

872 Higeura St., San Luis Obispo, CA, 93401

https://www.aquilawealth.com/

Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA, and in other jurisdictions where exempt. All content on this podcast is for information purposes only. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

Podcast: Biden's Proposed Capital Gains Tax Increase and Business Owners Planning to Sell

Podcast: Biden's Proposed Capital Gains Tax Increase and Business Owners Planning to Sell

Podcast: Supercharge Your Retirement Savings as a Business Owner with a Cash Balance Plan.

Podcast: Supercharge Your Retirement Savings as a Business Owner with a Cash Balance Plan.