))
What You Need to Know About SDBAs
Manage episode 346035960 series 3402746
Contenido proporcionado por J’Neanne Theus. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente J’Neanne Theus o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Coming up on this edition of Your Financial Mission, we are talking about SDBAs. We will discuss what they are, their benefits, their cons, and how they are used.
If you’re a doctor or a defense contractor, you have probably seen it inside your plans or portfolio. SDBAs (Self Directed Brokerage Accounts) are essentially a sleeve on the 401k or 403b that allows you to self-direct. Listen to the episode to learn more about how they may benefit you.
Here's some of what you will learn from today's mission:
- How SDBAs can help diversify your risk. (5:42)
- The benefits of using an SDBA vs. a normal brokerage account. (8:21)
- The top struggles with clients that have SDBAs. (11:28)
7 Secrets To A Smart Retirement Plan Toolkit: https://bit.ly/3Njh9SI
Learn More: https://theuswealthadvisors.com/
Connect with us: info@theuswealthadvisors.com
Call our office: (443) 718-6310
111 episodios
Compartir
