The Note Closers Show Podcast EP 350 – Employer Retirement Plans with Rebecca Miller
Oct 11, 2018
45:52
Scott talks with Rebecca Miller about the different self-directed employer retirement plans offered by Quest IRA. If there is someone who has this topic down, it is she. As one of the longest tenured employees at Quest IRA who joined the company in 2009, Rebecca currently serves as the Special Accounts Director, specializing in employer plans such as the complex Solo 401(k). Rebecca shares her journey with Quest IRA and talks about what goes under the consultation processes of 401(k) and IRA. She also answers some questions about how to convert one from the other, and presents some of the coming events they’re holding for you to get that education.
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