Intelligence

Need experts on retrement investing for business owners

Reporter: Jeff Brown

Publication: U.S. News & World Report

Contact: iq@fullyvested.com

Deadline: Apr 27, 2017 7:00 pm

I’m looking for financial advisors, retirement experts and academics with tips on the pros and cons of options small business owners have for retirement investing — SEP, Simple, Solo 401(k), Keogh, traditinal or Roth IRA…. I know the basics but would like views on what type of investor is most likely to benefit most from each. In what circumstances would it pay to have more than one type? In what ways, if any, have these types of accounts changed over the years? Which are most popular today and why? I’m interested in tax benefits, the availability of wide-raning investing options, fees and tax treatment of contributions, growth and withdrawals. Do you find clients understand their options? Or do you have to lead them by the hand? What else should I be asking? Requirements: I prefer responses by email containing usable content and quotes, the source’s contact info, full name, title, firm and location.

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