Retire Your Way: The Solo 401k Strategy for Entrepreneurs – Nathan Long
Quest IRA Bootcamp 4 of 4
VIRTUAL MEETING (ZOOM LINK)
Event Details
As a busy entrepreneur, sometimes saving for retirement takes a backseat to more pressing business needs, but when you are self-employed, there’s no one to help you save for the future but you. Even if your business is booming, you don’t want to miss out on the tax advantages that investing money in a retirement account can give you. There’s lots of options out there, but one of the most powerful retirement accounts for the small business owner without employees is the Solo 401k. Join Quest President Nathan Long as he shares what makes the Solo 401k so desirable. You’ll learn its many benefits as well as the main frustrations associated with administering this plan. We’ll also give you a sneak peek at Quest’s new Solo 401k platform that provides an all-in-one solution to those frustrations, making it easier than ever before to manage your plan.
What You Will Learn in This Class:
- What makes the Solo 401k such a powerful way to save for retirement?
- Who qualifies to open a Solo 401k?
- What are the advantages and disadvantages of this account?
- How does Quest’s new platform address these issues?
JUST ANNOUNCED:
Attend the webinars and have a chance to win a ticket to the Quest Expo in Dallas, in June, 2024 ($450 value). Details will be explained during the webinars.
For More Information:
Our Presenter:
President
Quest Trust
As the President of Quest Trust Company, Nathan Long oversees the operations of the company and aids in improving the practices implemented. After joining his brother, Quincy and the Quest Trust Company team in 2007, Nathan has aided in growing the company to 100+ employees located in three different cities, with continued expansion expected in the near future. Prior to working at Quest Trust Company, Nathan was in the automotive industry for over 17 years as an upper-level executive for Automotive Investment Group, AIG, and participated in growing the ABC Nissan Branch in Phoenix, Arizona. Nathan also holds the title of Certified IRA Services Professional (CISP), from the Institute of Certified Bankers. Throughout his time with Quest, Nathan has focused his time and efforts on providing superb customer service and developing excellent educational resources. As a devout vegan, Nathan loves animals and has a passion for cooking. In his spare time, he can be found working with rescued animals and travelling.