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Available Online

Highly Customized Solutions for the Business Owner. Every Individual has a unique set of facts.

5 hr
1,500 US dollars
Location 1

Service Description

Advise and implement custom strategies. ROTH, SEP & Traditional IRAs. Working & Non-Working Spouses. SOLO 401K & Defined Benefit Plans. Mega Backdoor ROTH conversions. Specialized Consulting for Self-Employed Individuals. First to Educate. Second, create or revise a Retirement Plan. Third, implement the Solution together. 5 hours, over 5 or less sessions, over 12 months if needed. First Session One Hour.

Contact Details

  • ericaelliottcpa@gmail.com

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